HB Wealth Management
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HB Wealth Management’s Acadian Asset Management AAMI Stock Holding History

HB Wealth Management’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
Q3 		$304K Buy
3,312
+407
+14% +$35.9K ﹤0.01% 1455
2026
Q2 		$208K Buy
+2,905
New +$202K ﹤0.01% 1576

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Linden Thomas Advisory Services
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CWA Asset Management Group
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Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ANB Bank
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

HB Wealth Management's AAMI Position: Q3 2026 in Review

HB Wealth Management increased its Acadian Asset Management (AAMI) stake by 14% in Q3 2026, buying an estimated $35.9K and bringing the position to 3,312 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

HB Wealth Management first reported a position in AAMI in Q2 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold AAMI as of Q3 2026.

  • HB Wealth Management held 3,312 shares of Acadian Asset Management worth $304K as of Q3 2026.
  • HB Wealth Management bought 407 Acadian Asset Management shares in Q3 2026, an estimated $35.9K.
  • Acadian Asset Management made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1455 holding.
  • HB Wealth Management first reported a position in Acadian Asset Management in Q2 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.