RFP
AAMI

Root Financial Partners’s Acadian Asset Management AAMI Stock Holding History

Root Financial Partners’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 		– Sell
-77
Closed -$4.19K – 3390
2026
Q1 		$4.19K Buy
+77
New +$4.05K ﹤0.01% 2012

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

Root Financial Partners's AAMI Position: Q2 2026 in Review

Root Financial Partners sold out of Acadian Asset Management (AAMI) in Q2 2026, closing a stake of 77 shares — an estimated $4.19K sold.

Root Financial Partners first reported a position in AAMI in Q1 2026 and held it in 1 quarter. The position peaked at $4.19K in Q1 2026. 302 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • Root Financial Partners reported no remaining Acadian Asset Management position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 77 Acadian Asset Management shares in Q2 2026, an estimated $4.19K.
  • Root Financial Partners first reported a position in Acadian Asset Management in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Acadian Asset Management position peaked at $4.19K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.