SVB Wealth’s Acadian Asset Management AAMI Stock Holding History

SVB Wealth’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	-90	Closed	-$2.33K	–	1704
2025 Q1	$2.33K	Buy	+90	New	+$2.26K	﹤0.01%	1203

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SVB Wealth's AAMI Position: Q2 2025 in Review

SVB Wealth sold out of Acadian Asset Management (AAMI) in Q2 2025, closing a stake of 90 shares — an estimated $2.33K sold.

SVB Wealth first reported a position in AAMI in Q1 2025 and held it in 1 quarter. The position peaked at $2.33K in Q1 2025. 218 funds tracked by Wall St. Rank hold AAMI as of Q2 2025.

SVB Wealth reported no remaining Acadian Asset Management position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 90 Acadian Asset Management shares in Q2 2025, an estimated $2.33K.
SVB Wealth first reported a position in Acadian Asset Management in Q1 2025 and held it in 1 quarter.
SVB Wealth's Acadian Asset Management position peaked at $2.33K in Q1 2025.
218 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.