Physician Wealth Advisors’s Acadian Asset Management AAMI Stock Holding History

Physician Wealth 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 Q2	$215	Buy	+3	New	+$209	﹤0.01%	2305

Other funds holding AAMI

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Physician Wealth Advisors's AAMI Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Acadian Asset Management (AAMI) in Q2 2026: 3 shares worth $215. The stake represents ﹤0.01% of the portfolio and ranks #2305 among its holdings.

32 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

Physician Wealth Advisors held 3 shares of Acadian Asset Management worth $215 as of Q2 2026.
Acadian Asset Management was a new Physician Wealth Advisors position in Q2 2026.
Acadian Asset Management made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2305 holding.
32 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.