JFS Wealth Advisors’s AMERISAFE AMSF Stock Holding History

JFS Wealth Advisors’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	$271	Buy	+8	New	+$253	﹤0.01%	2087
2016 Q1	–	Sell	-100	Closed	-$5K	–	626
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	445
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	385
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	403
2015 Q1	$5K	Hold	100	–	–	﹤0.01%	411
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	442
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	390
2014 Q2	$4K	Buy	+100	New	+$3.98K	﹤0.01%	386

Other funds holding AMSF

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return