KAS
AAMI

Kestra Advisory Services’s Acadian Asset Management AAMI Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,524
Closed -$119K – 4544
2025
Q4 		$119K Buy
+2,524
New +$116K ﹤0.01% 3296

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

Kestra Advisory Services's AAMI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Acadian Asset Management (AAMI) in Q1 2026, closing a stake of 2,524 shares — an estimated $119K sold.

Kestra Advisory Services first reported a position in AAMI in Q4 2025 and held it in 1 quarter. The position peaked at $119K in Q4 2025. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Acadian Asset Management position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,524 Acadian Asset Management shares in Q1 2026, an estimated $119K.
  • Kestra Advisory Services first reported a position in Acadian Asset Management in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Acadian Asset Management position peaked at $119K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.