ORG Wealth Partners
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ORG Wealth Partners’s Acadian Asset Management AAMI Stock Holding History

ORG Wealth Partners’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 		$733 Buy
+8
New +$705 ﹤0.01% 1886

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State Street
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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

ORG Wealth Partners's AAMI Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Acadian Asset Management (AAMI) in Q3 2026: 8 shares worth $733. The stake represents ﹤0.01% of the portfolio and ranks #1886 among its holdings.

244 funds tracked by Wall St. Rank hold AAMI as of Q3 2026.

  • ORG Wealth Partners held 8 shares of Acadian Asset Management worth $733 as of Q3 2026.
  • Acadian Asset Management was a new ORG Wealth Partners position in Q3 2026.
  • Acadian Asset Management made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1886 holding.
  • 244 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.