SIERRA SUMMIT ADVISORS LLC UFCS β€” UNITED FIRE GROUP INC

Ownership history in SIERRA SUMMIT ADVISORS LLC  Β·  2 quarters on record

AI Ownership Summary

SIERRA SUMMIT ADVISORS LLC reported UNITED FIRE GROUP INC (UFCS) in 2 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.16% in 2025 Q1. The latest visible filing shows UFCS at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UFCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIERRA SUMMIT ADVISORS LLC's position in UNITED FIRE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UFCS was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIERRA SUMMIT ADVISORS LLC held UFCS β€” position size vs. price
% of Fund (quarterly)    UFCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 25,171 +140 +0.6% 0.14% $933K 2026-04-27 $40.47
2025 Q1 INITIATED β€” β€” β€” 25,031 β€” β€” 0.16% $737K 2025-05-12 $27.49

FAQ About SIERRA SUMMIT ADVISORS LLC and UFCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIERRA SUMMIT ADVISORS LLC reported owning UFCS?

SIERRA SUMMIT ADVISORS LLC reported UFCS across 2 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported UFCS position in SIERRA SUMMIT ADVISORS LLC's portfolio?

The largest reported portfolio weight for UFCS was 0.16% in 2025 Q1.

What is the latest reported UFCS position on this page?

The most recent filing on this page is 2026 Q1, when SIERRA SUMMIT ADVISORS LLC reported 25,171 shares, equal to 0.14% of portfolio, with an estimated market value of $933K.

What does the chart on this UFCS ownership page compare?

The chart compares SIERRA SUMMIT ADVISORS LLC's quarterly UFCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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