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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
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 $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Allworth Financial's ACIC Position: Q1 2026 in Review

Allworth Financial increased its American Coastal Insurance (ACIC) stake by 223% in Q1 2026, buying an estimated $3.28K and bringing the position to 423 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3992.

Allworth Financial first reported a position in ACIC in Q2 2024 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold ACIC as of Q1 2026.

  • Allworth Financial held 423 shares of American Coastal Insurance worth $4.76K as of Q1 2026.
  • Allworth Financial bought 292 American Coastal Insurance shares in Q1 2026, an estimated $3.28K.
  • American Coastal Insurance made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3992 holding.
  • Allworth Financial first reported a position in American Coastal Insurance in Q2 2024 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.