CPG
AAMI

Cornerstone Planning Group’s Acadian Asset Management AAMI Stock Holding History

Cornerstone Planning Group’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 		$1.81K Hold
22
– – ﹤0.01% 1352
2026
Q1 		$1.5K Hold
22
– – ﹤0.01% 1357
2025
Q4 		$1.22K Sell
22
-188
-90% -$8.66K ﹤0.01% 1302
2025
Q3 		$52.3K Buy
210
+188
+855% +$8.38K 0.01% 332
2025
Q2 		$980 Buy
+22
New +$640 ﹤0.01% 1118

Other funds holding AAMI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Cornerstone Planning Group's AAMI Position: Q2 2026 in Review

Cornerstone Planning Group held its Acadian Asset Management (AAMI) position steady in Q2 2026 at 22 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Cornerstone Planning Group first reported a position in AAMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $52.3K in Q3 2025. 121 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • Cornerstone Planning Group held 22 shares of Acadian Asset Management worth $1.81K as of Q2 2026.
  • Cornerstone Planning Group left its Acadian Asset Management share count unchanged in Q2 2026.
  • Acadian Asset Management made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1352 holding.
  • Cornerstone Planning Group first reported a position in Acadian Asset Management in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Acadian Asset Management position peaked at $52.3K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.