Private Wealth Management Group’s Acadian Asset Management AAMI Stock Holding History

Private Wealth Management 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	$3.27K	Hold	60	–	–	﹤0.01%	917
2025 Q4	$2.82K	Hold	60	–	–	﹤0.01%	968
2025 Q3	$2.89K	Hold	60	–	–	﹤0.01%	991
2025 Q2	$2.12K	Hold	60	–	–	﹤0.01%	1068
2025 Q1	$1.55K	Hold	60	–	–	﹤0.01%	1139
2024 Q4	$1.58K	Hold	60	–	–	﹤0.01%	1171
2024 Q3	$1.52K	Hold	60	–	–	﹤0.01%	1167
2024 Q2	$1.33K	Hold	60	–	–	﹤0.01%	1194
2024 Q1	$1.37K	Hold	60	–	–	﹤0.01%	1137
2023 Q4	$1.15K	Buy	+60	New	+$1.06K	﹤0.01%	1213

Other funds holding AAMI

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's AAMI Position: Q1 2026 in Review

Private Wealth Management Group held its Acadian Asset Management (AAMI) position steady in Q1 2026 at 60 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Private Wealth Management Group first reported a position in AAMI in Q4 2023 and has held it in 10 quarters since. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

Private Wealth Management Group held 60 shares of Acadian Asset Management worth $3.27K as of Q1 2026.
Private Wealth Management Group left its Acadian Asset Management share count unchanged in Q1 2026.
Acadian Asset Management made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #917 holding.
Private Wealth Management Group first reported a position in Acadian Asset Management in Q4 2023 and has held it in 10 quarters since.
257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.