Wealth Enhancement Advisory Services
AMSF icon

Wealth Enhancement Advisory Services’s AMERISAFE AMSF Stock Holding History

Wealth Enhancement Advisory Services’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 		$753K Buy
21,856
+8,740
+67% +$276K ﹤0.01% 2310
2026
Q1 		$432K Buy
+13,116
New +$473K ﹤0.01% 2446

Other funds holding AMSF

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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMSF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its AMERISAFE (AMSF) stake by 67% in Q2 2026, buying an estimated $276K and bringing the position to 21,856 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Wealth Enhancement Advisory Services first reported a position in AMSF in Q1 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,856 shares of AMERISAFE worth $753K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,740 AMERISAFE shares in Q2 2026, an estimated $276K.
  • AMERISAFE made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2310 holding.
  • Wealth Enhancement Advisory Services first reported a position in AMERISAFE in Q1 2026 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.