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
Q2 		$2.86M Buy
39,983
+9,516
+31% +$663K ﹤0.01% 1819
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 $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

Creative Planning's AAMI Position: Q2 2026 in Review

Creative Planning increased its Acadian Asset Management (AAMI) stake by 31% in Q2 2026, buying an estimated $663K and bringing the position to 39,983 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Creative Planning first reported a position in AAMI in Q1 2017 and has held it in 12 quarters since. 302 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • Creative Planning held 39,983 shares of Acadian Asset Management worth $2.86M as of Q2 2026.
  • Creative Planning bought 9,516 Acadian Asset Management shares in Q2 2026, an estimated $663K.
  • Acadian Asset Management made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1819 holding.
  • Creative Planning first reported a position in Acadian Asset Management in Q1 2017 and has held it in 12 quarters since.
  • 302 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.