Cornerstone Planning Group
AMSF icon

Cornerstone Planning Group’s AMERISAFE AMSF Stock Holding History

Cornerstone Planning Group’s Portfolio AMSF Stock Details AMSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-63
Closed -$1.97K – 251
2026
Q2 		$1.97K Buy
63
+53
+530% +$1.68K ﹤0.01% 1331
2026
Q1 		$274 Sell
10
-8
-44% -$289 ﹤0.01% 1749
2025
Q4 		$658 Buy
+18
New +$726 ﹤0.01% 1454

Other funds holding AMSF

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cornerstone Planning Group's AMSF Position: Q3 2026 in Review

Cornerstone Planning Group sold out of AMERISAFE (AMSF) in Q3 2026, closing a stake of 63 shares — an estimated $1.97K sold.

Cornerstone Planning Group first reported a position in AMSF in Q4 2025 and held it in 3 quarters. The position peaked at $1.97K in Q2 2026. 31 funds tracked by Wall St. Rank hold AMSF as of Q3 2026.

  • Cornerstone Planning Group reported no remaining AMERISAFE position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 63 AMERISAFE shares in Q3 2026, an estimated $1.97K.
  • Cornerstone Planning Group first reported a position in AMERISAFE in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's AMERISAFE position peaked at $1.97K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held AMERISAFE as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.