LPL Financial
AAMI

LPL Financial’s Acadian Asset Management AAMI Stock Holding History

LPL Financial’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
-23,373
Closed -$1.27M – 6383
2026
Q1 		$1.27M Sell
23,373
-1,706
-7% -$89.8K ﹤0.01% 3948
2025
Q4 		$1.18M Sell
25,079
-793
-3% -$36.5K ﹤0.01% 3903
2025
Q3 		$1.25M Sell
25,872
-146
-0.6% -$6.51K ﹤0.01% 3788
2025
Q2 		$917K Sell
26,018
-1,345
-5% -$39.1K ﹤0.01% 3826
2025
Q1 		$708K Sell
27,363
-479
-2% -$12K ﹤0.01% 3837
2024
Q4 		$733K Sell
27,842
-185
-0.7% -$5.19K ﹤0.01% 3755
2024
Q3 		$712K Sell
28,027
-975
-3% -$23.4K ﹤0.01% 3709
2024
Q2 		$643K Buy
+29,002
New +$655K ﹤0.01% 3644

Other funds holding AAMI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LPL Financial's AAMI Position: Q2 2026 in Review

LPL Financial sold out of Acadian Asset Management (AAMI) in Q2 2026, closing a stake of 23,373 shares — an estimated $1.27M sold.

LPL Financial first reported a position in AAMI in Q2 2024 and held it in 8 quarters. The position peaked at $1.27M in Q1 2026. 109 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • LPL Financial reported no remaining Acadian Asset Management position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 23,373 Acadian Asset Management shares in Q2 2026, an estimated $1.27M.
  • LPL Financial first reported a position in Acadian Asset Management in Q2 2024 and held it in 8 quarters.
  • LPL Financial's Acadian Asset Management position peaked at $1.27M in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.