EverSource Wealth Advisors’s Acadian Asset Management AAMI Stock Holding History

EverSource Wealth Advisors’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	$41.7K	Sell	767 -2	-0.3%	-$105	﹤0.01%	2032
2025 Q4	$36.1K	Sell	769 -126	-14%	-$5.81K	﹤0.01%	1977
2025 Q3	$43.1K	Buy	895 +27	+3%	+$1.2K	﹤0.01%	1806
2025 Q2	$30.6K	Buy	868 +521	+150%	+$15.1K	﹤0.01%	1970
2025 Q1	$8.97K	Buy	347 +1	+0.3%	+$25	﹤0.01%	2163
2024 Q4	$9.11K	Buy	346 +42	+14%	+$1.18K	﹤0.01%	2045
2024 Q3	$7.72K	Hold	304	–	–	﹤0.01%	2008
2024 Q2	$7.96K	Hold	304	–	–	﹤0.01%	1986
2024 Q1	$6.76K	Hold	304	–	–	﹤0.01%	1892
2023 Q4	$5.83K	Hold	304	–	–	﹤0.01%	1797
2023 Q3	$5.89K	Hold	304	–	–	﹤0.01%	1645
2023 Q2	$6.37K	Hold	304	–	–	﹤0.01%	1629
2023 Q1	$7.17K	Sell	304 -92	-23%	-$2.17K	﹤0.01%	1511
2022 Q4	$8.15K	Buy	+396	New	+$7.48K	﹤0.01%	1406

Other funds holding AAMI

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's AAMI Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Acadian Asset Management (AAMI) stake by 0.26% in Q1 2026, selling an estimated $105 and leaving 767 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

EverSource Wealth Advisors first reported a position in AAMI in Q4 2022 and has held it in 14 quarters since. The position peaked at $43.1K in Q3 2025. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

EverSource Wealth Advisors held 767 shares of Acadian Asset Management worth $41.7K as of Q1 2026.
EverSource Wealth Advisors sold 2 Acadian Asset Management shares in Q1 2026, an estimated $105.
Acadian Asset Management made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2032 holding.
EverSource Wealth Advisors first reported a position in Acadian Asset Management in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Acadian Asset Management position peaked at $43.1K in Q3 2025.
257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.