Keystone Financial Group (Georgia)’s Acadian Asset Management AAMI Stock Holding History

Keystone Financial Group (Georgia)’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	–	Sell	-45	Closed	-$2.45K	–	135
2026 Q1	$2.45K	Hold	45	–	–	﹤0.01%	125
2025 Q4	$2.12K	Hold	45	–	–	﹤0.01%	126
2025 Q3	$2.17K	Hold	45	–	–	﹤0.01%	119
2025 Q2	$1.8K	Hold	45	–	–	﹤0.01%	137
2025 Q1	$1.3K	Hold	45	–	–	﹤0.01%	142
2024 Q4	$1.19K	Buy	+45	New	+$1.26K	﹤0.01%	147

Other funds holding AAMI

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

LTAS

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

CAMG

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

RWA

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

YIH

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

FCBT

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WEG

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

Keystone Financial Group (Georgia)'s AAMI Position: Q2 2026 in Review

Keystone Financial Group (Georgia) sold out of Acadian Asset Management (AAMI) in Q2 2026, closing a stake of 45 shares — an estimated $2.45K sold.

Keystone Financial Group (Georgia) first reported a position in AAMI in Q4 2024 and held it in 6 quarters. The position peaked at $2.45K in Q1 2026. 47 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

Keystone Financial Group (Georgia) reported no remaining Acadian Asset Management position as of Q2 2026 after selling out during the quarter.
Keystone Financial Group (Georgia) sold 45 Acadian Asset Management shares in Q2 2026, an estimated $2.45K.
Keystone Financial Group (Georgia) first reported a position in Acadian Asset Management in Q4 2024 and held it in 6 quarters.
Keystone Financial Group (Georgia)'s Acadian Asset Management position peaked at $2.45K in Q1 2026.
47 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.