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
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 $3.11B AUM 94.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
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
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
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
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jones Financial Companies's AAMI Position: Q1 2026 in Review

Jones Financial Companies increased its Acadian Asset Management (AAMI) stake by 16,366% in Q1 2026, buying an estimated $664K and bringing the position to 12,679 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Jones Financial Companies first reported a position in AAMI in Q2 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

  • Jones Financial Companies held 12,679 shares of Acadian Asset Management worth $662K as of Q1 2026.
  • Jones Financial Companies bought 12,602 Acadian Asset Management shares in Q1 2026, an estimated $664K.
  • Acadian Asset Management made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1907 holding.
  • Jones Financial Companies first reported a position in Acadian Asset Management in Q2 2025 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.