Jones Financial Companies
AAMI

Jones Financial Companies’s Acadian Asset Management AAMI Stock Holding History

Jones Financial Companies’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 		$1.73M Buy
23,899
+11,220
+88% +$782K ﹤0.01% 1639
2026
Q1 		$662K Buy
12,679
+12,602
+16,366% +$664K ﹤0.01% 1907
2025
Q4 		$3.62K Buy
77
+27
+54% +$1.24K ﹤0.01% 3631
2025
Q3 		$2.45K Hold
50
– – ﹤0.01% 3619
2025
Q2 		$1.76K Buy
+50
New +$1.45K ﹤0.01% 3498

Other funds holding AAMI

PC
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
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Jones Financial Companies's AAMI Position: Q2 2026 in Review

Jones Financial Companies increased its Acadian Asset Management (AAMI) stake by 88% in Q2 2026, buying an estimated $782K and bringing the position to 23,899 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Jones Financial Companies first reported a position in AAMI in Q2 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • Jones Financial Companies held 23,899 shares of Acadian Asset Management worth $1.73M as of Q2 2026.
  • Jones Financial Companies bought 11,220 Acadian Asset Management shares in Q2 2026, an estimated $782K.
  • Acadian Asset Management made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1639 holding.
  • Jones Financial Companies first reported a position in Acadian Asset Management in Q2 2025 and has held it in 5 quarters since.
  • 303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.