IFP Advisors’s American Coastal Insurance ACIC Stock Holding History

IFP 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	$44	Sell	4 -5	-56%	-$55	﹤0.01%	5032
2026 Q1	$101	Hold	9	–	–	﹤0.01%	4737
2025 Q4	$114	Hold	9	–	–	﹤0.01%	4565
2025 Q3	$103	Sell	9 -3	-25%	-$33	﹤0.01%	4539
2025 Q2	$133	Buy	+12	New	+$132	﹤0.01%	4695
2025 Q1	–	Hold	0	–	–	–	4144
2024 Q4	–	Hold	0	–	–	–	4403
2022 Q4	–	Sell	-1,342	Closed	-$27K	–	4588
2022 Q3	$27K	Hold	1,342	–	–	﹤0.01%	2830
2022 Q2	$27K	Hold	1,342	–	–	﹤0.01%	2600
2022 Q1	$27K	Buy	+1,342	New	+$5.07K	﹤0.01%	2600
2020 Q3	–	Sell	-54	Closed	-$414	–	2829
2020 Q2	$0	Buy	+54	New	+$438	﹤0.01%	2725
2018 Q4	–	Sell	-150	Closed	-$3K	–	3494
2018 Q3	$3K	Hold	150	–	–	﹤0.01%	3375
2018 Q2	$3K	Sell	150 -1,228	-89%	-$24.3K	﹤0.01%	3444
2018 Q1	$24K	Hold	1,378	–	–	﹤0.01%	2265
2017 Q4	$24K	Sell	1,378 -1,000	-42%	-$16.2K	﹤0.01%	2296
2017 Q3	$39K	Sell	2,378 -2,140	-47%	-$34K	﹤0.01%	2141
2017 Q2	$71K	Sell	4,518 -685	-13%	-$10.7K	﹤0.01%	1730
2017 Q1	$83K	Buy	5,203 +407	+8%	+$6.32K	﹤0.01%	1613
2016 Q4	$73K	Sell	4,796 -1,001	-17%	-$14.3K	﹤0.01%	1649
2016 Q3	$98K	Hold	5,797	–	–	0.01%	1370
2016 Q2	$95K	Buy	+5,797	New	+$98.7K	0.01%	1369
2016 Q1	–	Sell	-401	Closed	-$7K	–	2347
2015 Q4	$7K	Buy	+401	New	+$6.91K	﹤0.01%	2740

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

IFP Advisors's ACIC Position: Q2 2026 in Review

IFP Advisors reduced its American Coastal Insurance (ACIC) stake by 56% in Q2 2026, selling an estimated $55 and leaving 4 shares worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #5032.

IFP Advisors first reported a position in ACIC in Q4 2015 and has held it in 20 quarters since. The position peaked at $98K in Q3 2016. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

IFP Advisors held 4 shares of American Coastal Insurance worth $44 as of Q2 2026.
IFP Advisors sold 5 American Coastal Insurance shares in Q2 2026, an estimated $55.
American Coastal Insurance made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5032 holding.
IFP Advisors first reported a position in American Coastal Insurance in Q4 2015 and has held it in 20 quarters since.
IFP Advisors's American Coastal Insurance position peaked at $98K in Q3 2016.
135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.