Bogart Wealth LLC’s American Coastal Insurance ACIC Stock Holding History

Bogart Wealth LLC’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	$1.95K	Hold	176	–	–	﹤0.01%	1464
2026 Q1	$1.98K	Hold	176	–	–	﹤0.01%	1276
2025 Q4	$2.22K	Hold	176	–	–	﹤0.01%	1164
2025 Q3	$2K	Hold	176	–	–	﹤0.01%	1154
2025 Q2	$1.96K	Hold	176	–	–	﹤0.01%	1111
2025 Q1	$2.04K	Hold	176	–	–	﹤0.01%	1064
2024 Q4	$2.37K	Hold	176	–	–	﹤0.01%	1069
2024 Q3	$1.98K	Hold	176	–	–	﹤0.01%	966
2024 Q2	$1.86K	Hold	176	–	–	﹤0.01%	941
2024 Q1	$1.88K	Hold	176	–	–	﹤0.01%	911
2023 Q4	$1.67K	Buy	+176	New	+$1.42K	﹤0.01%	913

Other funds holding ACIC

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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bogart Wealth LLC's ACIC Position: Q2 2026 in Review

Bogart Wealth LLC held its American Coastal Insurance (ACIC) position steady in Q2 2026 at 176 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Bogart Wealth LLC first reported a position in ACIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.37K in Q4 2024. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

Bogart Wealth LLC held 176 shares of American Coastal Insurance worth $1.95K as of Q2 2026.
Bogart Wealth LLC left its American Coastal Insurance share count unchanged in Q2 2026.
American Coastal Insurance made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1464 holding.
Bogart Wealth LLC first reported a position in American Coastal Insurance in Q4 2023 and has held it in 11 quarters since.
Bogart Wealth LLC's American Coastal Insurance position peaked at $2.37K in Q4 2024.
135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.