TD Private Client Wealth
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TD Private Client Wealth’s American Coastal Insurance ACIC Stock Holding History

TD Private Client Wealth’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
Q3 		$1.18K Buy
+131
New +$1.3K ﹤0.01% 1483
2020
Q2 		– Sell
-42
Closed -$388 – 1104
2020
Q1 		$388 Buy
+42
New +$423 ﹤0.01% 988

Other funds holding ACIC

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Cox Capital Management
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Private Client Wealth's ACIC Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in American Coastal Insurance (ACIC) in Q3 2026: 131 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in ACIC as recently as Q1 2020.

TD Private Client Wealth first reported a position in ACIC in Q1 2020 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold ACIC as of Q3 2026.

  • TD Private Client Wealth held 131 shares of American Coastal Insurance worth $1.18K as of Q3 2026.
  • American Coastal Insurance was a new TD Private Client Wealth position in Q3 2026.
  • American Coastal Insurance made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1483 holding.
  • TD Private Client Wealth first reported a position in American Coastal Insurance in Q1 2020 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.