Blue Trust Inc
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Blue Trust Inc’s Acadian Asset Management AAMI Stock Holding History

Blue Trust 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 		$37.2K Sell
406
-533
-57% -$47K ﹤0.01% 1322
2026
Q2 		$67.2K Buy
939
+385
+69% +$26.8K ﹤0.01% 1219
2026
Q1 		$30.1K Buy
554
+102
+23% +$5.37K ﹤0.01% 1517
2025
Q4 		$21.2K Sell
452
-1,154
-72% -$53.2K ﹤0.01% 1663
2025
Q3 		$77.3K Hold
1,606
– – ﹤0.01% 1186
2025
Q2 		$56.6K Sell
1,606
-500
-24% -$14.5K ﹤0.01% 1374
2025
Q1 		$54.5K Buy
2,106
+308
+17% +$7.74K ﹤0.01% 1310
2024
Q4 		$47.4K Sell
1,798
-1,324
-42% -$37.1K ﹤0.01% 1355
2024
Q3 		$69.2K Buy
3,122
+2,997
+2,398% +$71.8K ﹤0.01% 1423
2024
Q2 		$2.86K Buy
+125
New +$2.82K ﹤0.01% 2356
2024
Q1 		– Sell
-38
Closed -$1K – 2761
2023
Q4 		$1K Buy
+38
New +$671 ﹤0.01% 2444
2023
Q3 		– Sell
-29
Closed -$1K – 2331
2023
Q2 		$1K Hold
29
– – ﹤0.01% 1964
2023
Q1 		$1K Buy
+29
New +$682 ﹤0.01% 2240

Other funds holding AAMI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Blue Trust Inc's AAMI Position: Q3 2026 in Review

Blue Trust Inc reduced its Acadian Asset Management (AAMI) stake by 57% in Q3 2026, selling an estimated $47K and leaving 406 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Blue Trust Inc first reported a position in AAMI in Q1 2023 and has held it in 13 quarters since. The position peaked at $77.3K in Q3 2025. 136 funds tracked by Wall St. Rank hold AAMI as of Q3 2026.

  • Blue Trust Inc held 406 shares of Acadian Asset Management worth $37.2K as of Q3 2026.
  • Blue Trust Inc sold 533 Acadian Asset Management shares in Q3 2026, an estimated $47K.
  • Acadian Asset Management made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1322 holding.
  • Blue Trust Inc first reported a position in Acadian Asset Management in Q1 2023 and has held it in 13 quarters since.
  • Blue Trust Inc's Acadian Asset Management position peaked at $77.3K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.