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Pinnacle Wealth Planning Services’s American Coastal Insurance ACIC Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.02K Hold
446
– – ﹤0.01% 2261
2025
Q4 		$5.63K Buy
+446
New +$5.39K ﹤0.01% 2243

Other funds holding ACIC

BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's ACIC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its American Coastal Insurance (ACIC) position steady in Q1 2026 at 446 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Pinnacle Wealth Planning Services first reported a position in ACIC in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.63K in Q4 2025. 150 funds tracked by Wall St. Rank hold ACIC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 446 shares of American Coastal Insurance worth $5.02K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its American Coastal Insurance share count unchanged in Q1 2026.
  • American Coastal Insurance made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2261 holding.
  • Pinnacle Wealth Planning Services first reported a position in American Coastal Insurance in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's American Coastal Insurance position peaked at $5.63K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.