AWM
AAMI

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
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

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Abound Wealth Management's AAMI Position: Q2 2026 in Review

Abound Wealth Management held its Acadian Asset Management (AAMI) position steady in Q2 2026 at 4 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Abound Wealth Management first reported a position in AAMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $578 in Q3 2025. 20 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • Abound Wealth Management held 4 shares of Acadian Asset Management worth $287 as of Q2 2026.
  • Abound Wealth Management left its Acadian Asset Management share count unchanged in Q2 2026.
  • Acadian Asset Management made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1043 holding.
  • Abound Wealth Management first reported a position in Acadian Asset Management in Q3 2025 and has held it in 4 quarters since.
  • Abound Wealth Management's Acadian Asset Management position peaked at $578 in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.