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Root Financial Partners’s American Coastal Insurance ACIC Stock Holding History

Root Financial Partners’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 		– Sell
-70
Closed -$788 – 433
2026
Q1 		$788 Buy
+70
New +$786 ﹤0.01% 2691

Other funds holding ACIC

CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's ACIC Position: Q2 2026 in Review

Root Financial Partners sold out of American Coastal Insurance (ACIC) in Q2 2026, closing a stake of 70 shares — an estimated $788 sold.

Root Financial Partners first reported a position in ACIC in Q1 2026 and held it in 1 quarter. The position peaked at $788 in Q1 2026. 22 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

  • Root Financial Partners reported no remaining American Coastal Insurance position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 70 American Coastal Insurance shares in Q2 2026, an estimated $788.
  • Root Financial Partners first reported a position in American Coastal Insurance in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's American Coastal Insurance position peaked at $788 in Q1 2026.
  • 22 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.