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Pinnacle Wealth Planning Services’s AMERISAFE AMSF Stock Holding History

Pinnacle Wealth Planning Services’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 		$15.4K Buy
455
+9
+2% +$285 ﹤0.01% 1891
2026
Q1 		$14.9K Buy
446
+443
+14,767% +$16K ﹤0.01% 1833
2025
Q4 		$115 Buy
+3
New +$121 ﹤0.01% 2731
2021
Q1 		– Sell
-24
Closed -$1K – 420
2020
Q4 		$1K Buy
+24
New +$1.39K ﹤0.01% 2046

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

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

Pinnacle Wealth Planning Services increased its AMERISAFE (AMSF) stake by 2% in Q2 2026, buying an estimated $285 and bringing the position to 455 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Pinnacle Wealth Planning Services first reported a position in AMSF in Q4 2020 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 455 shares of AMERISAFE worth $15.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 AMERISAFE shares in Q2 2026, an estimated $285.
  • AMERISAFE made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1891 holding.
  • Pinnacle Wealth Planning Services first reported a position in AMERISAFE in Q4 2020 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

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