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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's UFCS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its United Fire Group (UFCS) stake by 9.1% in Q2 2026, buying an estimated $41.9K and bringing the position to 11,327 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Wealth Enhancement Advisory Services first reported a position in UFCS in Q3 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,327 shares of United Fire Group worth $585K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 944 United Fire Group shares in Q2 2026, an estimated $41.9K.
  • United Fire Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2537 holding.
  • Wealth Enhancement Advisory Services first reported a position in United Fire Group in Q3 2025 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.