CW
AAMI

CreativeOne Wealth’s Acadian Asset Management AAMI Stock Holding History

CreativeOne Wealth’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 		$886K Sell
12,391
-504
-4% -$35.1K 0.02% 620
2026
Q1 		$702K Buy
+12,895
New +$679K 0.02% 690

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

CreativeOne Wealth's AAMI Position: Q2 2026 in Review

CreativeOne Wealth reduced its Acadian Asset Management (AAMI) stake by 3.9% in Q2 2026, selling an estimated $35.1K and leaving 12,391 shares worth $886K. The position accounts for 0.02% of the portfolio, ranked #620.

CreativeOne Wealth first reported a position in AAMI in Q1 2026 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • CreativeOne Wealth held 12,391 shares of Acadian Asset Management worth $886K as of Q2 2026.
  • CreativeOne Wealth sold 504 Acadian Asset Management shares in Q2 2026, an estimated $35.1K.
  • Acadian Asset Management made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #620 holding.
  • CreativeOne Wealth first reported a position in Acadian Asset Management in Q1 2026 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.