ORG
AAMI

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
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

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

Optimist Retirement Group's AAMI Position: Q1 2026 in Review

Optimist Retirement Group reduced its Acadian Asset Management (AAMI) stake by 12% in Q1 2026, selling an estimated $59K and leaving 8,054 shares worth $438K. The position accounts for 0.19% of the portfolio, ranked #66.

Optimist Retirement Group first reported a position in AAMI in Q3 2024 and has held it in 7 quarters since. The position peaked at $442K in Q3 2025. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

  • Optimist Retirement Group held 8,054 shares of Acadian Asset Management worth $438K as of Q1 2026.
  • Optimist Retirement Group sold 1,121 Acadian Asset Management shares in Q1 2026, an estimated $59K.
  • Acadian Asset Management made up 0.19% of Optimist Retirement Group's portfolio in Q1 2026, its #66 holding.
  • Optimist Retirement Group first reported a position in Acadian Asset Management in Q3 2024 and has held it in 7 quarters since.
  • Optimist Retirement Group's Acadian Asset Management position peaked at $442K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.