Rise Advisors’s AMERISAFE AMSF Stock Holding History

Rise 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
2025 Q4	–	Sell	-308	Closed	-$13.5K	–	175
2025 Q3	$13.5K	Hold	308	–	–	﹤0.01%	825
2025 Q2	$13.5K	Hold	308	–	–	0.01%	808
2025 Q1	$16.2K	Buy	+308	New	+$15.6K	0.01%	639

Other funds holding AMSF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rise Advisors's AMSF Position: Q4 2025 in Review

Rise Advisors sold out of AMERISAFE (AMSF) in Q4 2025, closing a stake of 308 shares — an estimated $13.5K sold.

Rise Advisors first reported a position in AMSF in Q1 2025 and held it in 3 quarters. The position peaked at $16.2K in Q1 2025. 190 funds tracked by Wall St. Rank hold AMSF as of Q4 2025.

Rise Advisors reported no remaining AMERISAFE position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 308 AMERISAFE shares in Q4 2025, an estimated $13.5K.
Rise Advisors first reported a position in AMERISAFE in Q1 2025 and held it in 3 quarters.
Rise Advisors's AMERISAFE position peaked at $16.2K in Q1 2025.
190 funds tracked by Wall St. Rank held AMERISAFE as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.