Cox Capital Management’s American Coastal Insurance ACIC Stock Holding History

Cox Capital Management’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 Q3	$229K	Hold	25,322	–	–	0.13%	70
2026 Q2	$281K	Hold	25,322	–	–	0.16%	71
2026 Q1	$285K	Hold	25,322	–	–	0.19%	65
2025 Q4	$281K	Hold	25,322	–	–	0.17%	58
2025 Q3	$288K	Hold	25,322	–	–	0.19%	56
2025 Q2	$282K	Hold	25,322	–	–	0.19%	56
2025 Q1	$293K	Hold	25,322	–	–	0.21%	55
2024 Q4	$341K	Hold	25,322	–	–	0.22%	63
2024 Q3	$285K	Hold	25,322	–	–	0.17%	64
2024 Q2	$267K	Hold	25,322	–	–	0.16%	68
2024 Q1	$271K	Hold	25,322	–	–	0.17%	68
2023 Q4	$240K	Sell	25,322 -38,873	-61%	-$313K	0.16%	83
2023 Q3	$472K	Buy	+64,195	New	+$415K	0.33%	60

Other funds holding ACIC

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Cox Capital Management's ACIC Position: Q3 2026 in Review

Cox Capital Management held its American Coastal Insurance (ACIC) position steady in Q3 2026 at 25,322 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #70.

Cox Capital Management first reported a position in ACIC in Q3 2023 and has held it in 13 quarters since. The position peaked at $472K in Q3 2023. 28 funds tracked by Wall St. Rank hold ACIC as of Q3 2026.

Cox Capital Management held 25,322 shares of American Coastal Insurance worth $229K as of Q3 2026.
Cox Capital Management left its American Coastal Insurance share count unchanged in Q3 2026.
American Coastal Insurance made up 0.13% of Cox Capital Management's portfolio in Q3 2026, its #70 holding.
Cox Capital Management first reported a position in American Coastal Insurance in Q3 2023 and has held it in 13 quarters since.
Cox Capital Management's American Coastal Insurance position peaked at $472K in Q3 2023.
28 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.