AW
AAMI

Avion Wealth’s Acadian Asset Management AAMI Stock Holding History

Avion Wealth’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 		$0 Hold
13
– – ﹤0.01% 1665
2025
Q4 		$0 Hold
13
– – ﹤0.01% 1650
2025
Q3 		$0 Hold
13
– – ﹤0.01% 1603
2025
Q2 		$0 Buy
+13
New +$378 ﹤0.01% 1683

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

Avion Wealth's AAMI Position: Q1 2026 in Review

Avion Wealth held its Acadian Asset Management (AAMI) position steady in Q1 2026 at 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Avion Wealth first reported a position in AAMI in Q2 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

  • Avion Wealth held 13 shares of Acadian Asset Management worth $0 as of Q1 2026.
  • Avion Wealth left its Acadian Asset Management share count unchanged in Q1 2026.
  • Acadian Asset Management made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1665 holding.
  • Avion Wealth first reported a position in Acadian Asset Management in Q2 2025 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.