Creative Planning
AAMI

Creative Planning’s Acadian Asset Management AAMI Stock Holding History

Creative Planning’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 		$1.66M Buy
30,467
+5,628
+23% +$296K ﹤0.01% 2056
2025
Q4 		$1.17M Sell
24,839
-1,117
-4% -$51.5K ﹤0.01% 2169
2025
Q3 		$1.25M Buy
25,956
+2,771
+12% +$124K ﹤0.01% 1916
2025
Q2 		$817K Buy
23,185
+1,237
+6% +$36K ﹤0.01% 2028
2025
Q1 		$568K Buy
21,948
+1,831
+9% +$46K ﹤0.01% 2173
2024
Q4 		$530K Buy
20,117
+264
+1% +$7.4K ﹤0.01% 2165
2024
Q3 		$504K Buy
19,853
+2,300
+13% +$55.1K ﹤0.01% 2106
2024
Q2 		$389K Buy
17,553
+1,235
+8% +$27.9K ﹤0.01% 2151
2024
Q1 		$373K Buy
16,318
+3,894
+31% +$83.9K ﹤0.01% 2070
2023
Q4 		$238K Buy
+12,424
New +$220K ﹤0.01% 2279
2017
Q2 		– Sell
-295
Closed -$4K – 4869
2017
Q1 		$4K Buy
+295
New +$4.35K ﹤0.01% 4087

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

Creative Planning's AAMI Position: Q1 2026 in Review

Creative Planning increased its Acadian Asset Management (AAMI) stake by 23% in Q1 2026, buying an estimated $296K and bringing the position to 30,467 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Creative Planning first reported a position in AAMI in Q1 2017 and has held it in 11 quarters since. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

  • Creative Planning held 30,467 shares of Acadian Asset Management worth $1.66M as of Q1 2026.
  • Creative Planning bought 5,628 Acadian Asset Management shares in Q1 2026, an estimated $296K.
  • Acadian Asset Management made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2056 holding.
  • Creative Planning first reported a position in Acadian Asset Management in Q1 2017 and has held it in 11 quarters since.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.