RAFFA WEALTH MANAGEMENT, LLC’s United Fire Group UFCS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	$1.05K	Hold	20	–	–	﹤0.01%	1008
2026 Q1	$741	Hold	20	–	–	﹤0.01%	1012
2025 Q4	$727	Hold	20	–	–	﹤0.01%	1001
2025 Q3	$608	Hold	20	–	–	﹤0.01%	1019
2025 Q2	$574	Hold	20	–	–	﹤0.01%	973
2025 Q1	$589	Hold	20	–	–	﹤0.01%	931
2024 Q4	$569	Hold	20	–	–	﹤0.01%	983
2024 Q3	$419	Hold	20	–	–	﹤0.01%	1007
2024 Q2	$430	Hold	20	–	–	﹤0.01%	1073
2024 Q1	$435	Hold	20	–	–	﹤0.01%	1054
2023 Q4	$402	Hold	20	–	–	﹤0.01%	995
2023 Q3	$395	Hold	20	–	–	﹤0.01%	980
2023 Q2	$453	Hold	20	–	–	﹤0.01%	978
2023 Q1	$531	Hold	20	–	–	﹤0.01%	953
2022 Q4	$547	Hold	20	–	–	﹤0.01%	932
2022 Q3	$575	Hold	20	–	–	﹤0.01%	993
2022 Q2	$685	Hold	20	–	–	﹤0.01%	936
2022 Q1	$621	Hold	20	–	–	﹤0.01%	1015
2021 Q4	$464	Hold	20	–	–	﹤0.01%	1066
2021 Q3	$462	Hold	20	–	–	﹤0.01%	1057
2021 Q2	$555	Hold	20	–	–	﹤0.01%	1027
2021 Q1	$696	Buy	+20	New	+$631	﹤0.01%	968
2017 Q1	–	Sell	-14	Closed	-$688	–	835
2016 Q4	$688	Hold	14	–	–	﹤0.01%	588
2016 Q3	$592	Hold	14	–	–	﹤0.01%	646
2016 Q2	$594	Sell	14 -3	-18%	-$127	﹤0.01%	605
2016 Q1	$745	Hold	17	–	–	﹤0.01%	508
2015 Q4	$651	Hold	17	–	–	﹤0.01%	549
2015 Q3	$596	Hold	17	–	–	﹤0.01%	584
2015 Q2	$557	Hold	17	–	–	﹤0.01%	652
2015 Q1	$540	Hold	17	–	–	﹤0.01%	681
2014 Q4	$505	Hold	17	–	–	﹤0.01%	681
2014 Q3	$472	Buy	+17	New	+$492	﹤0.01%	668
2014 Q1	–	Sell	-17	Closed	-$505	–	716
2013 Q4	$505	Buy	+17	New	+$508	﹤0.01%	681

Other funds holding UFCS

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UFCS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its United Fire Group (UFCS) position steady in Q2 2026 at 20 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UFCS in Q4 2013 and has held it in 33 quarters since. 35 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 20 shares of United Fire Group worth $1.05K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its United Fire Group share count unchanged in Q2 2026.
United Fire Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1008 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in United Fire Group in Q4 2013 and has held it in 33 quarters since.
35 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.