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Palumbo Wealth Management’s American Coastal Insurance ACIC Stock Holding History

Palumbo Wealth Management’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 		$185K Hold
16,647
– – 0.04% 232
2026
Q1 		$187K Buy
16,647
+1,034
+7% +$11.6K 0.05% 212
2025
Q4 		$197K Buy
+15,613
New +$189K 0.05% 209

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Dimensional Fund Advisors
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American Century Companies
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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Palumbo Wealth Management's ACIC Position: Q2 2026 in Review

Palumbo Wealth Management held its American Coastal Insurance (ACIC) position steady in Q2 2026 at 16,647 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #232.

Palumbo Wealth Management first reported a position in ACIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $197K in Q4 2025. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

  • Palumbo Wealth Management held 16,647 shares of American Coastal Insurance worth $185K as of Q2 2026.
  • Palumbo Wealth Management left its American Coastal Insurance share count unchanged in Q2 2026.
  • American Coastal Insurance made up 0.04% of Palumbo Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Palumbo Wealth Management first reported a position in American Coastal Insurance in Q4 2025 and has held it in 3 quarters since.
  • Palumbo Wealth Management's American Coastal Insurance position peaked at $197K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

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