Summit Global Investments’s Acadian Asset Management AAMI Stock Holding History

Summit Global Investments’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	$961K	Sell	17,657 -3,663	-17%	-$193K	0.06%	202
2025 Q4	$1M	Buy	+21,320	New	+$982K	0.06%	200
2024 Q1	–	Sell	-17,928	Closed	-$344K	–	617
2023 Q4	$344K	Buy	+17,928	New	+$317K	0.02%	401
2023 Q2	–	Sell	-26,800	Closed	-$632K	–	636
2023 Q1	$632K	Buy	+26,800	New	+$631K	0.05%	312
2021 Q2	–	Sell	-35,555	Closed	-$725K	–	640
2021 Q1	$725K	Buy	+35,555	New	+$701K	0.05%	252

Other funds holding AAMI

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's AAMI Position: Q1 2026 in Review

Summit Global Investments reduced its Acadian Asset Management (AAMI) stake by 17% in Q1 2026, selling an estimated $193K and leaving 17,657 shares worth $961K. The position accounts for 0.06% of the portfolio, ranked #202.

Summit Global Investments first reported a position in AAMI in Q1 2021 and has held it in 5 quarters since. The position peaked at $1M in Q4 2025. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

Summit Global Investments held 17,657 shares of Acadian Asset Management worth $961K as of Q1 2026.
Summit Global Investments sold 3,663 Acadian Asset Management shares in Q1 2026, an estimated $193K.
Acadian Asset Management made up 0.06% of Summit Global Investments's portfolio in Q1 2026, its #202 holding.
Summit Global Investments first reported a position in Acadian Asset Management in Q1 2021 and has held it in 5 quarters since.
Summit Global Investments's Acadian Asset Management position peaked at $1M in Q4 2025.
257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.