Creative Planning
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Creative Planning’s American Coastal Insurance ACIC Stock Holding History

Creative Planning’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
Q1 		$260K Buy
23,080
+4,388
+23% +$49.3K ﹤0.01% 3531
2025
Q4 		$236K Buy
18,692
+3,162
+20% +$38.2K ﹤0.01% 3421
2025
Q3 		$177K Buy
+15,530
New +$169K ﹤0.01% 3533
2017
Q3 		– Sell
-8
Closed – – 1896
2017
Q2 		$0 Sell
8
-9,273
-100% -$145K ﹤0.01% 4593
2017
Q1 		$148K Sell
9,281
-29,727
-76% -$462K ﹤0.01% 1688
2016
Q4 		$591K Buy
39,008
+38,983
+155,932% +$558K ﹤0.01% 853
2016
Q3 		$0 Hold
25
– – ﹤0.01% 4549
2016
Q2 		$0 Hold
25
– – ﹤0.01% 4333
2016
Q1 		$0 Buy
+25
New +$419 ﹤0.01% 4297
2015
Q2 		– Sell
-200
Closed -$5K – 1119
2015
Q1 		$5K Sell
200
-1,551
-89% -$37K ﹤0.01% 3505
2014
Q4 		$38K Sell
1,751
-3,849
-69% -$71.6K ﹤0.01% 2180
2014
Q3 		$84K Buy
+5,600
New +$88.1K ﹤0.01% 1591

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return