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
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

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return