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

Physician 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 Q1	–	Sell	-93	Closed	-$1.18K	–	2060
2025 Q4	$1.18K	Hold	93	–	–	﹤0.01%	1529
2025 Q3	$1.06K	Hold	93	–	–	﹤0.01%	1538
2025 Q2	$1.03K	Buy	+93	New	+$1.02K	﹤0.01%	1404

Other funds holding ACIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Physician Wealth Advisors's ACIC Position: Q1 2026 in Review

Physician Wealth Advisors sold out of American Coastal Insurance (ACIC) in Q1 2026, closing a stake of 93 shares — an estimated $1.18K sold.

Physician Wealth Advisors first reported a position in ACIC in Q2 2025 and held it in 3 quarters. The position peaked at $1.18K in Q4 2025. 150 funds tracked by Wall St. Rank hold ACIC as of Q1 2026.

Physician Wealth Advisors reported no remaining American Coastal Insurance position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 93 American Coastal Insurance shares in Q1 2026, an estimated $1.18K.
Physician Wealth Advisors first reported a position in American Coastal Insurance in Q2 2025 and held it in 3 quarters.
Physician Wealth Advisors's American Coastal Insurance position peaked at $1.18K in Q4 2025.
150 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.