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Clark Wealth Partners’s American Coastal Insurance ACIC Stock Holding History

Clark Wealth Partners’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
2025
Q3 		– Sell
-3
Closed -$33 – 564
2025
Q2 		$33 Buy
3
+1
+50% +$11 ﹤0.01% 530
2025
Q1 		$23 Hold
2
– – ﹤0.01% 520
2024
Q4 		$27 Buy
+2
New +$25 ﹤0.01% 521

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TCM
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DCM
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ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clark Wealth Partners's ACIC Position: Q3 2025 in Review

Clark Wealth Partners sold out of American Coastal Insurance (ACIC) in Q3 2025, closing a stake of 3 shares — an estimated $33 sold.

Clark Wealth Partners first reported a position in ACIC in Q4 2024 and held it in 3 quarters. The position peaked at $33 in Q2 2025. 128 funds tracked by Wall St. Rank hold ACIC as of Q3 2025.

  • Clark Wealth Partners reported no remaining American Coastal Insurance position as of Q3 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 3 American Coastal Insurance shares in Q3 2025, an estimated $33.
  • Clark Wealth Partners first reported a position in American Coastal Insurance in Q4 2024 and held it in 3 quarters.
  • Clark Wealth Partners's American Coastal Insurance position peaked at $33 in Q2 2025.
  • 128 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2025.

Based on Clark Wealth Partners's 13F filing for Q3 2025, filed 4 Feb 2026.