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

JFS 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 Q2	$287	Buy	+4	New	+$279	﹤0.01%	2071
2022 Q2	–	Sell	-6	Closed	–	–	1968
2022 Q1	$0	Buy	6 +4	+200%	+$95	﹤0.01%	1997
2021 Q4	$0	Buy	+2	New	+$56	﹤0.01%	1910

Other funds holding AAMI

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

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

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

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

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

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

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

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

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

Wealth Enhancement Advisory Services

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

JFS Wealth Advisors's AAMI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Acadian Asset Management (AAMI) in Q2 2026: 4 shares worth $287. The stake represents ﹤0.01% of the portfolio and ranks #2071 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in AAMI as recently as Q1 2022.

JFS Wealth Advisors first reported a position in AAMI in Q4 2021 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

JFS Wealth Advisors held 4 shares of Acadian Asset Management worth $287 as of Q2 2026.
Acadian Asset Management was a new JFS Wealth Advisors position in Q2 2026.
Acadian Asset Management made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2071 holding.
JFS Wealth Advisors first reported a position in Acadian Asset Management in Q4 2021 and has held it in 3 quarters since.
20 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.