SAG
AAMI

SageView Advisory Group’s Acadian Asset Management AAMI Stock Holding History

SageView Advisory 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 		– Sell
-30
Closed -$1.41K – 2571
2025
Q4 		$1.41K Buy
+30
New +$1.38K ﹤0.01% 2310

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's AAMI Position: Q1 2026 in Review

SageView Advisory Group sold out of Acadian Asset Management (AAMI) in Q1 2026, closing a stake of 30 shares — an estimated $1.41K sold.

SageView Advisory Group first reported a position in AAMI in Q4 2025 and held it in 1 quarter. The position peaked at $1.41K in Q4 2025. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

  • SageView Advisory Group reported no remaining Acadian Asset Management position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 30 Acadian Asset Management shares in Q1 2026, an estimated $1.41K.
  • SageView Advisory Group first reported a position in Acadian Asset Management in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Acadian Asset Management position peaked at $1.41K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.