EverSource Wealth Advisors’s American Coastal Insurance ACIC Stock Holding History

EverSource Wealth Advisors’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 Q2	$388	Sell	35 -55	-61%	-$607	﹤0.01%	4170
2026 Q1	$1.01K	Sell	90 -15	-14%	-$168	﹤0.01%	3852
2025 Q4	$1.33K	Hold	105	–	–	﹤0.01%	3635
2025 Q3	$1.2K	Buy	105 +82	+357%	+$892	﹤0.01%	3707
2025 Q2	$256	Sell	23 -24	-51%	-$264	﹤0.01%	4022
2025 Q1	$544	Buy	47 +33	+236%	+$402	﹤0.01%	3429
2024 Q4	$188	Buy	+14	New	+$175	﹤0.01%	3442
2023 Q4	–	Sell	-140	Closed	-$1.03K	–	2636
2023 Q3	$1.03K	Hold	140	–	–	﹤0.01%	2198
2023 Q2	$624	Buy	+140	New	+$604	﹤0.01%	2309
2022 Q2	–	Sell	-984	Closed	-$3K	–	1697
2022 Q1	$3K	Hold	984	–	–	﹤0.01%	1385
2021 Q4	$5K	Buy	+984	New	+$4.22K	﹤0.01%	1224

Other funds holding ACIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's ACIC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its American Coastal Insurance (ACIC) stake by 61% in Q2 2026, selling an estimated $607 and leaving 35 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #4170.

EverSource Wealth Advisors first reported a position in ACIC in Q4 2021 and has held it in 11 quarters since. The position peaked at $5K in Q4 2021. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

EverSource Wealth Advisors held 35 shares of American Coastal Insurance worth $388 as of Q2 2026.
EverSource Wealth Advisors sold 55 American Coastal Insurance shares in Q2 2026, an estimated $607.
American Coastal Insurance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4170 holding.
EverSource Wealth Advisors first reported a position in American Coastal Insurance in Q4 2021 and has held it in 11 quarters since.
EverSource Wealth Advisors's American Coastal Insurance position peaked at $5K in Q4 2021.
135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.