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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
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

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

Physician Wealth Advisors's AMSF Position: Q2 2026 in Review

Physician Wealth Advisors increased its AMERISAFE (AMSF) stake by 128% in Q2 2026, buying an estimated $1.3K and bringing the position to 73 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Physician Wealth Advisors first reported a position in AMSF in Q4 2024 and has held it in 5 quarters since. 215 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

  • Physician Wealth Advisors held 73 shares of AMERISAFE worth $2.47K as of Q2 2026.
  • Physician Wealth Advisors bought 41 AMERISAFE shares in Q2 2026, an estimated $1.3K.
  • AMERISAFE made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1412 holding.
  • Physician Wealth Advisors first reported a position in AMERISAFE in Q4 2024 and has held it in 5 quarters since.
  • 215 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.