Optimist Retirement Group
AAMI icon

Optimist Retirement Group’s Acadian Asset Management AAMI Stock Holding History

Optimist Retirement Group’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 		$598K Buy
8,368
+314
+4% +$21.9K 0.23% 67
2026
Q1 		$438K Sell
8,054
-1,121
-12% -$59K 0.19% 66
2025
Q4 		$431K Hold
9,175
– – 0.2% 64
2025
Q3 		$442K Sell
9,175
-1,932
-17% -$86.1K 0.2% 63
2025
Q2 		$391K Buy
11,107
+745
+7% +$21.7K 0.19% 59
2025
Q1 		$268K Buy
10,362
+1,239
+14% +$31.2K 0.13% 70
2024
Q4 		$240K Sell
9,123
-244
-3% -$6.84K 0.11% 99
2024
Q3 		$238K Buy
+9,367
New +$225K 0.11% 107

Other funds holding AAMI

Paulson & Co
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Empyrean Capital Partners
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Woodline Partners
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Optimist Retirement Group's AAMI Position: Q2 2026 in Review

Optimist Retirement Group increased its Acadian Asset Management (AAMI) stake by 3.9% in Q2 2026, buying an estimated $21.9K and bringing the position to 8,368 shares worth $598K. The position accounts for 0.23% of the portfolio, ranked #67.

Optimist Retirement Group first reported a position in AAMI in Q3 2024 and has held it in 8 quarters since. 303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • Optimist Retirement Group held 8,368 shares of Acadian Asset Management worth $598K as of Q2 2026.
  • Optimist Retirement Group bought 314 Acadian Asset Management shares in Q2 2026, an estimated $21.9K.
  • Acadian Asset Management made up 0.23% of Optimist Retirement Group's portfolio in Q2 2026, its #67 holding.
  • Optimist Retirement Group first reported a position in Acadian Asset Management in Q3 2024 and has held it in 8 quarters since.
  • 303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.