Position in UFCS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$932,837
+$195,424 QoQ
Shares Held
25,171
+0.6% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SIERRA SUMMIT ADVISORS LLC holds $4,086,871 across 3 Insurance - Property & Casualty names.
All Filings in UFCS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $932,837 | 25,171 | Shares | Sole | 2026-04-27 | |
| 2025-03-31 | $737,413 | 25,031 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||