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BFC Planning, Inc.’s Acadian Asset Management AAMI Stock Holding History

BFC Planning, Inc.’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 		– Sell
-22
Closed -$1.2K – 3530
2026
Q1 		$1.2K Hold
22
– – ﹤0.01% 2709
2025
Q4 		$1.03K Hold
22
– – ﹤0.01% 2784
2025
Q3 		$1.06K Buy
+22
New +$981 ﹤0.01% 2613
2025
Q1 		– Sell
-9,446
Closed -$249K – 2750
2024
Q4 		$249K Buy
+9,446
New +$265K 0.02% 528

Other funds holding AAMI

Paulson & Co
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
Empyrean Capital Partners
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Woodline Partners
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

BFC Planning, Inc.'s AAMI Position: Q2 2026 in Review

BFC Planning, Inc. sold out of Acadian Asset Management (AAMI) in Q2 2026, closing a stake of 22 shares — an estimated $1.2K sold.

BFC Planning, Inc. first reported a position in AAMI in Q4 2024 and held it in 4 quarters. The position peaked at $249K in Q4 2024. 303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • BFC Planning, Inc. reported no remaining Acadian Asset Management position as of Q2 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 22 Acadian Asset Management shares in Q2 2026, an estimated $1.2K.
  • BFC Planning, Inc. first reported a position in Acadian Asset Management in Q4 2024 and held it in 4 quarters.
  • BFC Planning, Inc.'s Acadian Asset Management position peaked at $249K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.