USA Financial Formulas
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USA Financial Formulas’s United Fire Group UFCS Stock Holding History

USA Financial Formulas’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$73.1K Buy
1,390
+194
+16% +$10.3K 0.01% 197
2026
Q2 		$62.7K Buy
+1,196
New +$53.1K 0.01% 242

Other funds holding UFCS

Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

USA Financial Formulas's UFCS Position: Q3 2026 in Review

USA Financial Formulas increased its United Fire Group (UFCS) stake by 16% in Q3 2026, buying an estimated $10.3K and bringing the position to 1,390 shares worth $73.1K. The position accounts for 0.01% of the portfolio, ranked #197.

USA Financial Formulas first reported a position in UFCS in Q2 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • USA Financial Formulas held 1,390 shares of United Fire Group worth $73.1K as of Q3 2026.
  • USA Financial Formulas bought 194 United Fire Group shares in Q3 2026, an estimated $10.3K.
  • United Fire Group made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #197 holding.
  • USA Financial Formulas first reported a position in United Fire Group in Q2 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.