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Wealthspire Advisors (New York)’s AMERISAFE AMSF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-114
Closed -$5K – 1117
2025
Q3 		$5K Buy
+114
New +$5.11K ﹤0.01% 2334

Other funds holding AMSF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s AMSF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of AMERISAFE (AMSF) in Q4 2025, closing a stake of 114 shares — an estimated $5K sold.

Wealthspire Advisors (New York) first reported a position in AMSF in Q3 2025 and held it in 1 quarter. The position peaked at $5K in Q3 2025. 190 funds tracked by Wall St. Rank hold AMSF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining AMERISAFE position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 114 AMERISAFE shares in Q4 2025, an estimated $5K.
  • Wealthspire Advisors (New York) first reported a position in AMERISAFE in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s AMERISAFE position peaked at $5K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held AMERISAFE as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.