Lido Advisors
AAMI icon

Lido Advisors’s Acadian Asset Management AAMI Stock Holding History

Lido 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
Q3 		$1.29M Buy
14,037
+1,908
+16% +$168K ﹤0.01% 959
2026
Q2 		$867K Buy
12,129
+225
+2% +$15.7K ﹤0.01% 1161
2026
Q1 		$648K Buy
11,904
+2,982
+33% +$157K ﹤0.01% 1167
2025
Q4 		$427K Buy
8,922
+298
+3% +$13.7K ﹤0.01% 1368
2025
Q3 		$415K Buy
8,624
+976
+13% +$43.5K ﹤0.01% 1309
2025
Q2 		$270K Buy
+7,648
New +$222K ﹤0.01% 1388
2022
Q3 		– Sell
-16,239
Closed -$292K – 1055
2022
Q2 		$292K Sell
16,239
-59
-0.4% -$1.21K ﹤0.01% 754
2022
Q1 		$395K Buy
16,298
+4,864
+43% +$116K ﹤0.01% 688
2021
Q4 		$292K Buy
+11,434
New +$322K ﹤0.01% 816

Other funds holding AAMI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Soros Fund Management
Soros Fund Management New York $8.51B AUM 25.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Lido Advisors's AAMI Position: Q3 2026 in Review

Lido Advisors increased its Acadian Asset Management (AAMI) stake by 16% in Q3 2026, buying an estimated $168K and bringing the position to 14,037 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Lido Advisors first reported a position in AAMI in Q4 2021 and has held it in 9 quarters since. 244 funds tracked by Wall St. Rank hold AAMI as of Q3 2026.

  • Lido Advisors held 14,037 shares of Acadian Asset Management worth $1.29M as of Q3 2026.
  • Lido Advisors bought 1,908 Acadian Asset Management shares in Q3 2026, an estimated $168K.
  • Acadian Asset Management made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #959 holding.
  • Lido Advisors first reported a position in Acadian Asset Management in Q4 2021 and has held it in 9 quarters since.
  • 244 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.