Physician Wealth Advisors
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Physician Wealth Advisors’s AMERISAFE AMSF Stock Holding History

Physician 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
Q3 		$1.11K Sell
47
-26
-36% -$738 ﹤0.01% 1889
2026
Q2 		$2.47K Buy
73
+41
+128% +$1.3K ﹤0.01% 1412
2026
Q1 		$1.07K Buy
32
+1
+3% +$36 ﹤0.01% 1644
2025
Q4 		$1.19K Buy
+31
New +$1.25K ﹤0.01% 1520
2025
Q2 		– Sell
-12
Closed -$631 – 1814
2025
Q1 		$631 Hold
12
– – ﹤0.01% 1325
2024
Q4 		$619 Buy
+12
New +$649 ﹤0.01% 1083

Other funds holding AMSF

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Physician Wealth Advisors's AMSF Position: Q3 2026 in Review

Physician Wealth Advisors reduced its AMERISAFE (AMSF) stake by 36% in Q3 2026, selling an estimated $738 and leaving 47 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Physician Wealth Advisors first reported a position in AMSF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.47K in Q2 2026. 31 funds tracked by Wall St. Rank hold AMSF as of Q3 2026.

  • Physician Wealth Advisors held 47 shares of AMERISAFE worth $1.11K as of Q3 2026.
  • Physician Wealth Advisors sold 26 AMERISAFE shares in Q3 2026, an estimated $738.
  • AMERISAFE made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1889 holding.
  • Physician Wealth Advisors first reported a position in AMERISAFE in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's AMERISAFE position peaked at $2.47K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held AMERISAFE as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.