AssetMark Inc’s Acadian Asset Management AAMI Stock Holding History

AssetMark Inc’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	$1.47K	Buy	16 +7	+78%	+$617	﹤0.01%	3144
2026 Q2	$644	Hold	9	–	–	﹤0.01%	3242
2026 Q1	$490	Buy	+9	New	+$474	﹤0.01%	3188
2022 Q3	–	Sell	-66	Closed	-$1K	–	1645
2022 Q2	$1K	Hold	66	–	–	﹤0.01%	1459
2022 Q1	$2K	Hold	66	–	–	﹤0.01%	1451
2021 Q4	$2K	Hold	66	–	–	﹤0.01%	1399
2021 Q3	$2K	Hold	66	–	–	﹤0.01%	1294
2021 Q2	$2K	Buy	+66	New	+$1.5K	﹤0.01%	1224
2016 Q4	–	Sell	-1,157	Closed	-$16K	–	1406
2016 Q3	$16K	Buy	+1,157	New	+$15.7K	﹤0.01%	922

Other funds holding AAMI

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

AssetMark Inc's AAMI Position: Q3 2026 in Review

AssetMark Inc increased its Acadian Asset Management (AAMI) stake by 78% in Q3 2026, buying an estimated $617 and bringing the position to 16 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3144.

AssetMark Inc first reported a position in AAMI in Q3 2016 and has held it in 9 quarters since. The position peaked at $16K in Q3 2016. 42 funds tracked by Wall St. Rank hold AAMI as of Q3 2026.

AssetMark Inc held 16 shares of Acadian Asset Management worth $1.47K as of Q3 2026.
AssetMark Inc bought 7 Acadian Asset Management shares in Q3 2026, an estimated $617.
Acadian Asset Management made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3144 holding.
AssetMark Inc first reported a position in Acadian Asset Management in Q3 2016 and has held it in 9 quarters since.
AssetMark Inc's Acadian Asset Management position peaked at $16K in Q3 2016.
42 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.