Spire Wealth Management’s AMERISAFE AMSF Stock Holding History

Spire Wealth Management’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	-700	Closed	-$23.3K	–	2233
2026 Q1	$23.3K	Hold	700	–	–	﹤0.01%	1382
2025 Q4	$26.9K	Hold	700	–	–	﹤0.01%	1372
2025 Q3	$30.7K	Hold	700	–	–	﹤0.01%	1385
2025 Q2	$30.6K	Sell	700 -15	-2%	-$707	﹤0.01%	1371
2025 Q1	$37.6K	Sell	715 -1	-0.1%	-$51	﹤0.01%	1388
2024 Q4	$36.9K	Hold	716	–	–	﹤0.01%	1407
2024 Q3	$34.6K	Buy	716 +16	+2%	+$761	﹤0.01%	1255
2024 Q2	$30.7K	Hold	700	–	–	﹤0.01%	1280
2024 Q1	$35.1K	Hold	700	–	–	﹤0.01%	1330
2023 Q4	$33.5K	Hold	700	–	–	﹤0.01%	1337
2023 Q3	$35K	Hold	700	–	–	﹤0.01%	1299
2023 Q2	$37.3K	Hold	700	–	–	﹤0.01%	1329
2023 Q1	$34.3K	Sell	700 -6	-0.8%	-$315	﹤0.01%	1379
2022 Q4	$37K	Buy	706 +6	+0.9%	+$318	﹤0.01%	1094
2022 Q3	$33K	Sell	700 -6	-0.8%	-$290	﹤0.01%	1103
2022 Q2	$37K	Buy	706 +6	+0.9%	+$292	﹤0.01%	1416
2022 Q1	$35K	Hold	700	–	–	﹤0.01%	1581
2021 Q4	$38K	Hold	700	–	–	﹤0.01%	1840
2021 Q3	$39K	Hold	700	–	–	﹤0.01%	1572
2021 Q2	$42K	Hold	700	–	–	﹤0.01%	1544
2021 Q1	$45K	Buy	+700	New	+$42K	﹤0.01%	1768

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

Spire Wealth Management's AMSF Position: Q2 2026 in Review

Spire Wealth Management sold out of AMERISAFE (AMSF) in Q2 2026, closing a stake of 700 shares — an estimated $23.3K sold.

Spire Wealth Management first reported a position in AMSF in Q1 2021 and held it in 21 quarters. The position peaked at $45K in Q1 2021. 215 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

Spire Wealth Management reported no remaining AMERISAFE position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 700 AMERISAFE shares in Q2 2026, an estimated $23.3K.
Spire Wealth Management first reported a position in AMERISAFE in Q1 2021 and held it in 21 quarters.
Spire Wealth Management's AMERISAFE position peaked at $45K in Q1 2021.
215 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.