SSG
AAMI

Summit Securities Group’s Acadian Asset Management AAMI Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-1,800
Closed -$46.5K – 1491
2025
Q1 		$46.5K Buy
+1,800
New +$45.3K 0.01% 341
2022
Q2 		– Sell
-1
Closed – – 1265
2022
Q1 		$0 Buy
+1
New +$24 ﹤0.01% 1409

Other funds holding AAMI

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Summit Securities Group's AAMI Position: Q2 2025 in Review

Summit Securities Group sold out of Acadian Asset Management (AAMI) in Q2 2025, closing a stake of 1,800 shares — an estimated $46.5K sold.

Summit Securities Group first reported a position in AAMI in Q1 2022 and held it in 2 quarters. The position peaked at $46.5K in Q1 2025. 218 funds tracked by Wall St. Rank hold AAMI as of Q2 2025.

  • Summit Securities Group reported no remaining Acadian Asset Management position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,800 Acadian Asset Management shares in Q2 2025, an estimated $46.5K.
  • Summit Securities Group first reported a position in Acadian Asset Management in Q1 2022 and held it in 2 quarters.
  • Summit Securities Group's Acadian Asset Management position peaked at $46.5K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.