Wealth Enhancement Advisory Services
UFCS icon

Wealth Enhancement Advisory Services’s United Fire Group UFCS Stock Holding History

Wealth Enhancement Advisory Services’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 		$678K Buy
12,028
+701
+6% +$37.3K ﹤0.01% 2520
2026
Q2 		$585K Buy
11,327
+944
+9% +$41.9K ﹤0.01% 2537
2026
Q1 		$390K Buy
10,383
+465
+5% +$17.2K ﹤0.01% 2528
2025
Q4 		$355K Buy
9,918
+1,479
+18% +$50.6K ﹤0.01% 2774
2025
Q3 		$262K Buy
+8,439
New +$249K ﹤0.01% 2901

Other funds holding UFCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Wealth Enhancement Advisory Services's UFCS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its United Fire Group (UFCS) stake by 6.2% in Q3 2026, buying an estimated $37.3K and bringing the position to 12,028 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Wealth Enhancement Advisory Services first reported a position in UFCS in Q3 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 12,028 shares of United Fire Group worth $678K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 701 United Fire Group shares in Q3 2026, an estimated $37.3K.
  • United Fire Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2520 holding.
  • Wealth Enhancement Advisory Services first reported a position in United Fire Group in Q3 2025 and has held it in 5 quarters since.
  • 87 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.