SIS
AAMI

Sound Income Strategies’s Acadian Asset Management AAMI Stock Holding History

Sound Income Strategies’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
-63
Closed -$3.55K – 2524
2026
Q1 		$3.55K Hold
63
– – ﹤0.01% 1969
2025
Q4 		$3.43K Buy
+63
New +$2.9K ﹤0.01% 1966

Other funds holding AAMI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sound Income Strategies's AAMI Position: Q2 2026 in Review

Sound Income Strategies sold out of Acadian Asset Management (AAMI) in Q2 2026, closing a stake of 63 shares — an estimated $3.55K sold.

Sound Income Strategies first reported a position in AAMI in Q4 2025 and held it in 2 quarters. The position peaked at $3.55K in Q1 2026. 217 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • Sound Income Strategies reported no remaining Acadian Asset Management position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 63 Acadian Asset Management shares in Q2 2026, an estimated $3.55K.
  • Sound Income Strategies first reported a position in Acadian Asset Management in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Acadian Asset Management position peaked at $3.55K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.