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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
Q2 		$4.95K Hold
446
– – ﹤0.01% 2294
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 $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's ACIC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its American Coastal Insurance (ACIC) position steady in Q2 2026 at 446 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Pinnacle Wealth Planning Services first reported a position in ACIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.63K in Q4 2025. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 446 shares of American Coastal Insurance worth $4.95K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its American Coastal Insurance share count unchanged in Q2 2026.
  • American Coastal Insurance made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2294 holding.
  • Pinnacle Wealth Planning Services first reported a position in American Coastal Insurance in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's American Coastal Insurance position peaked at $5.63K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.