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
Q2 		$42.9K Hold
600
– – ﹤0.01% 1387
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 $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
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Pinnacle Wealth Planning Services's AAMI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Acadian Asset Management (AAMI) position steady in Q2 2026 at 600 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Pinnacle Wealth Planning Services first reported a position in AAMI in Q4 2025 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 600 shares of Acadian Asset Management worth $42.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Acadian Asset Management share count unchanged in Q2 2026.
  • Acadian Asset Management made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1387 holding.
  • Pinnacle Wealth Planning Services first reported a position in Acadian Asset Management in Q4 2025 and has held it in 3 quarters since.
  • 303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.