Crossmark Global Holdings’s Acadian Asset Management AAMI Stock Holding History

Crossmark Global Holdings’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	$218K	Buy	+3,053	New	+$213K	﹤0.01%	1195
2021 Q4	–	Sell	-26,650	Closed	-$696K	–	1481
2021 Q3	$696K	Hold	26,650	–	–	0.02%	760
2021 Q2	$624K	Buy	26,650 +270	+1%	+$6.14K	0.01%	807
2021 Q1	$538K	Buy	26,380 +30	+0.1%	+$591	0.01%	867
2020 Q4	$508K	Buy	+26,350	New	+$443K	0.01%	838

Other funds holding AAMI

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crossmark Global Holdings's AAMI Position: Q2 2026 in Review

Crossmark Global Holdings opened a new position in Acadian Asset Management (AAMI) in Q2 2026: 3,053 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings. This is a return to the name: Crossmark Global Holdings previously reported a position in AAMI as recently as Q3 2021.

Crossmark Global Holdings first reported a position in AAMI in Q4 2020 and has held it in 5 quarters since. The position peaked at $696K in Q3 2021. 20 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

Crossmark Global Holdings held 3,053 shares of Acadian Asset Management worth $218K as of Q2 2026.
Acadian Asset Management was a new Crossmark Global Holdings position in Q2 2026.
Acadian Asset Management made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1195 holding.
Crossmark Global Holdings first reported a position in Acadian Asset Management in Q4 2020 and has held it in 5 quarters since.
Crossmark Global Holdings's Acadian Asset Management position peaked at $696K in Q3 2021.
20 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.