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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Planning Group's AMSF Position: Q2 2026 in Review

Cornerstone Planning Group increased its AMERISAFE (AMSF) stake by 530% in Q2 2026, buying an estimated $1.68K and bringing the position to 63 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Cornerstone Planning Group first reported a position in AMSF in Q4 2025 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

  • Cornerstone Planning Group held 63 shares of AMERISAFE worth $1.97K as of Q2 2026.
  • Cornerstone Planning Group bought 53 AMERISAFE shares in Q2 2026, an estimated $1.68K.
  • AMERISAFE made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1331 holding.
  • Cornerstone Planning Group first reported a position in AMERISAFE in Q4 2025 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.