Abound Wealth Management
AAMI icon

Abound Wealth Management’s Acadian Asset Management AAMI Stock Holding History

Abound Wealth Management’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$184 Sell
2
-2
-50% -$176 ﹤0.01% 1196
2026
Q2 		$287 Hold
4
– – ﹤0.01% 1043
2026
Q1 		$218 Hold
4
– – ﹤0.01% 1213
2025
Q4 		$188 Sell
4
-8
-67% -$369 ﹤0.01% 1205
2025
Q3 		$578 Buy
+12
New +$535 ﹤0.01% 920

Other funds holding AAMI

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Abound Wealth Management's AAMI Position: Q3 2026 in Review

Abound Wealth Management reduced its Acadian Asset Management (AAMI) stake by 50% in Q3 2026, selling an estimated $176 and leaving 2 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Abound Wealth Management first reported a position in AAMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $578 in Q3 2025. 73 funds tracked by Wall St. Rank hold AAMI as of Q3 2026.

  • Abound Wealth Management held 2 shares of Acadian Asset Management worth $184 as of Q3 2026.
  • Abound Wealth Management sold 2 Acadian Asset Management shares in Q3 2026, an estimated $176.
  • Acadian Asset Management made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #1196 holding.
  • Abound Wealth Management first reported a position in Acadian Asset Management in Q3 2025 and has held it in 5 quarters since.
  • Abound Wealth Management's Acadian Asset Management position peaked at $578 in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.