Root Financial Partners
AAMI icon

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
Q3 		$10.5K Buy
+115
New +$10.1K ﹤0.01% 1887
2026
Q2 		– Sell
-77
Closed -$4.19K – 3390
2026
Q1 		$4.19K Buy
+77
New +$4.05K ﹤0.01% 2012

Other funds holding AAMI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Soros Fund Management
Soros Fund Management New York $8.51B AUM 25.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Root Financial Partners's AAMI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Acadian Asset Management (AAMI) in Q3 2026: 115 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #1887 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AAMI as recently as Q1 2026.

Root Financial Partners first reported a position in AAMI in Q1 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold AAMI as of Q3 2026.

  • Root Financial Partners held 115 shares of Acadian Asset Management worth $10.5K as of Q3 2026.
  • Acadian Asset Management was a new Root Financial Partners position in Q3 2026.
  • Acadian Asset Management made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1887 holding.
  • Root Financial Partners first reported a position in Acadian Asset Management in Q1 2026 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.