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Allworth Financial’s American Coastal Insurance ACIC Stock Holding History

Allworth Financial’s Portfolio ACIC Stock Details ACIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.31K Sell
208
-215
-51% -$2.37K ﹤0.01% 4454
2026
Q1 		$4.76K Buy
423
+292
+223% +$3.28K ﹤0.01% 3992
2025
Q4 		$1.66K Buy
131
+47
+56% +$568 ﹤0.01% 4200
2025
Q3 		$957 Buy
+84
New +$914 ﹤0.01% 4266
2024
Q3 		– Sell
-54
Closed -$586 – 3747
2024
Q2 		$586 Buy
+54
New +$607 ﹤0.01% 3330

Other funds holding ACIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allworth Financial's ACIC Position: Q2 2026 in Review

Allworth Financial reduced its American Coastal Insurance (ACIC) stake by 51% in Q2 2026, selling an estimated $2.37K and leaving 208 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #4454.

Allworth Financial first reported a position in ACIC in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.76K in Q1 2026. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

  • Allworth Financial held 208 shares of American Coastal Insurance worth $2.31K as of Q2 2026.
  • Allworth Financial sold 215 American Coastal Insurance shares in Q2 2026, an estimated $2.37K.
  • American Coastal Insurance made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4454 holding.
  • Allworth Financial first reported a position in American Coastal Insurance in Q2 2024 and has held it in 5 quarters since.
  • Allworth Financial's American Coastal Insurance position peaked at $4.76K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.