AF
AAMI

Allworth Financial’s Acadian Asset Management AAMI Stock Holding History

Allworth Financial’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
Q1 		$23.5K Buy
432
+170
+65% +$8.95K ﹤0.01% 2874
2025
Q4 		$12.3K Buy
262
+45
+21% +$2.07K ﹤0.01% 3125
2025
Q3 		$10.5K Buy
217
+96
+79% +$4.28K ﹤0.01% 3114
2025
Q2 		$4.26K Hold
121
– – ﹤0.01% 3348
2025
Q1 		$3.26K Sell
121
-8
-6% -$201 ﹤0.01% 3003
2024
Q4 		$3.28K Buy
129
+8
+7% +$224 ﹤0.01% 2952
2024
Q3 		$3.07K Buy
121
+56
+86% +$1.34K ﹤0.01% 2774
2024
Q2 		$1.61K Buy
65
+14
+27% +$316 ﹤0.01% 3014
2024
Q1 		$1.17K Hold
51
– – ﹤0.01% 3033
2023
Q4 		$978 Sell
51
-78
-60% -$1.38K ﹤0.01% 2952
2023
Q3 		$2.5K Hold
129
– – ﹤0.01% 2431
2023
Q2 		$2.7K Hold
129
– – ﹤0.01% 2363
2023
Q1 		$3.04K Buy
129
+100
+345% +$2.35K ﹤0.01% 2234
2022
Q4 		$597 Buy
+29
New +$548 ﹤0.01% 2591
2022
Q3 		– Sell
-11
Closed – – 3168
2022
Q2 		$0 Buy
+11
New +$225 ﹤0.01% 2885

Other funds holding AAMI

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's AAMI Position: Q1 2026 in Review

Allworth Financial increased its Acadian Asset Management (AAMI) stake by 65% in Q1 2026, buying an estimated $8.95K and bringing the position to 432 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

Allworth Financial first reported a position in AAMI in Q2 2022 and has held it in 15 quarters since. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

  • Allworth Financial held 432 shares of Acadian Asset Management worth $23.5K as of Q1 2026.
  • Allworth Financial bought 170 Acadian Asset Management shares in Q1 2026, an estimated $8.95K.
  • Acadian Asset Management made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2874 holding.
  • Allworth Financial first reported a position in Acadian Asset Management in Q2 2022 and has held it in 15 quarters since.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.