PWPS
AAMI

Pinnacle Wealth Planning Services’s Acadian Asset Management AAMI Stock Holding History

Pinnacle Wealth Planning Services’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 		$32.7K Buy
600
+29
+5% +$1.53K ﹤0.01% 1444
2025
Q4 		$26.8K Buy
+571
New +$26.3K ﹤0.01% 1573

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

Pinnacle Wealth Planning Services's AAMI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Acadian Asset Management (AAMI) stake by 5.1% in Q1 2026, buying an estimated $1.53K and bringing the position to 600 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Pinnacle Wealth Planning Services first reported a position in AAMI in Q4 2025 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 600 shares of Acadian Asset Management worth $32.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 29 Acadian Asset Management shares in Q1 2026, an estimated $1.53K.
  • Acadian Asset Management made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1444 holding.
  • Pinnacle Wealth Planning Services first reported a position in Acadian Asset Management in Q4 2025 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.