Root Financial Partners’s AMERISAFE AMSF Stock Holding History

Root Financial Partners’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	–	Sell	-64	Closed	-$2.13K	–	544
2026 Q1	$2.13K	Buy	+64	New	+$2.31K	﹤0.01%	2289

Other funds holding AMSF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Root Financial Partners sold out of AMERISAFE (AMSF) in Q2 2026, closing a stake of 64 shares — an estimated $2.13K sold.

Root Financial Partners first reported a position in AMSF in Q1 2026 and held it in 1 quarter. The position peaked at $2.13K in Q1 2026. 214 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

Root Financial Partners reported no remaining AMERISAFE position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 64 AMERISAFE shares in Q2 2026, an estimated $2.13K.
Root Financial Partners first reported a position in AMERISAFE in Q1 2026 and held it in 1 quarter.
Root Financial Partners's AMERISAFE position peaked at $2.13K in Q1 2026.
214 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

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