IWC
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Integrated Wealth Concepts’s AMERISAFE AMSF Stock Holding History

Integrated Wealth Concepts’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 		$50.1K Buy
+1,482
New +$46.9K ﹤0.01% 3361

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

Integrated Wealth Concepts's AMSF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AMERISAFE (AMSF) in Q2 2026: 1,482 shares worth $50.1K. The stake represents ﹤0.01% of the portfolio and ranks #3361 among its holdings.

215 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

  • Integrated Wealth Concepts held 1,482 shares of AMERISAFE worth $50.1K as of Q2 2026.
  • AMERISAFE was a new Integrated Wealth Concepts position in Q2 2026.
  • AMERISAFE made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3361 holding.
  • 215 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.