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

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 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. 303 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.
  • 303 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.