Sowell Financial Services’s American Coastal Insurance ACIC Stock Holding History

Sowell Financial Services’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	$216K	Hold	19,461	–	–	0.01%	1035
2026 Q1	$219K	Sell	19,461 -539	-3%	-$6.05K	0.01%	997
2025 Q4	$253K	Hold	20,000	–	–	0.01%	903
2025 Q3	$228K	Hold	20,000	–	–	0.01%	942
2025 Q2	$222K	Hold	20,000	–	–	0.01%	917
2025 Q1	$231K	Hold	20,000	–	–	0.01%	875
2024 Q4	$269K	Hold	20,000	–	–	0.01%	475
2024 Q3	$225K	Hold	20,000	–	–	0.01%	524
2024 Q2	$211K	Hold	20,000	–	–	0.01%	518
2024 Q1	$214K	Buy	+20,000	New	+$226K	0.01%	538

Other funds holding ACIC

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

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Sowell Financial Services's ACIC Position: Q2 2026 in Review

Sowell Financial Services held its American Coastal Insurance (ACIC) position steady in Q2 2026 at 19,461 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #1035.

Sowell Financial Services first reported a position in ACIC in Q1 2024 and has held it in 10 quarters since. The position peaked at $269K in Q4 2024. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.

Sowell Financial Services held 19,461 shares of American Coastal Insurance worth $216K as of Q2 2026.
Sowell Financial Services left its American Coastal Insurance share count unchanged in Q2 2026.
American Coastal Insurance made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1035 holding.
Sowell Financial Services first reported a position in American Coastal Insurance in Q1 2024 and has held it in 10 quarters since.
Sowell Financial Services's American Coastal Insurance position peaked at $269K in Q4 2024.
135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.