Sound Income Strategies’s AMERISAFE AMSF Stock Holding History

Sound Income Strategies’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 Q1	–	Sell	-35	Closed	-$1.34K	–	2598
2025 Q4	$1.34K	Buy	+35	New	+$1.41K	﹤0.01%	2228

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sound Income Strategies's AMSF Position: Q1 2026 in Review

Sound Income Strategies sold out of AMERISAFE (AMSF) in Q1 2026, closing a stake of 35 shares — an estimated $1.34K sold.

Sound Income Strategies first reported a position in AMSF in Q4 2025 and held it in 1 quarter. The position peaked at $1.34K in Q4 2025. 182 funds tracked by Wall St. Rank hold AMSF as of Q1 2026.

Sound Income Strategies reported no remaining AMERISAFE position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 35 AMERISAFE shares in Q1 2026, an estimated $1.34K.
Sound Income Strategies first reported a position in AMERISAFE in Q4 2025 and held it in 1 quarter.
Sound Income Strategies's AMERISAFE position peaked at $1.34K in Q4 2025.
182 funds tracked by Wall St. Rank held AMERISAFE as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.