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 Q2	$4.29K	Hold	60	–	–	﹤0.01%	903
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 $2.58B AUM 68.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Private Wealth Management Group's AAMI Position: Q2 2026 in Review

Private Wealth Management Group held its Acadian Asset Management (AAMI) position steady in Q2 2026 at 60 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Private Wealth Management Group first reported a position in AAMI in Q4 2023 and has held it in 11 quarters since. 303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

Private Wealth Management Group held 60 shares of Acadian Asset Management worth $4.29K as of Q2 2026.
Private Wealth Management Group left its Acadian Asset Management share count unchanged in Q2 2026.
Acadian Asset Management made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #903 holding.
Private Wealth Management Group first reported a position in Acadian Asset Management in Q4 2023 and has held it in 11 quarters since.
303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.