CIA
AAMI

Concurrent Investment Advisors’s Acadian Asset Management AAMI Stock Holding History

Concurrent Investment Advisors’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 		$967K Sell
13,528
-1,858
-12% -$129K 0.01% 1021
2026
Q1 		$837K Sell
15,386
-6,872
-31% -$362K 0.01% 952
2025
Q4 		$1.05M Buy
22,258
+12,540
+129% +$578K 0.01% 810
2025
Q3 		$468K Buy
+9,718
New +$433K 0.01% 943

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

Concurrent Investment Advisors's AAMI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Acadian Asset Management (AAMI) stake by 12% in Q2 2026, selling an estimated $129K and leaving 13,528 shares worth $967K. The position accounts for 0.01% of the portfolio, ranked #1021.

Concurrent Investment Advisors first reported a position in AAMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q4 2025. 303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • Concurrent Investment Advisors held 13,528 shares of Acadian Asset Management worth $967K as of Q2 2026.
  • Concurrent Investment Advisors sold 1,858 Acadian Asset Management shares in Q2 2026, an estimated $129K.
  • Acadian Asset Management made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1021 holding.
  • Concurrent Investment Advisors first reported a position in Acadian Asset Management in Q3 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Acadian Asset Management position peaked at $1.05M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.