True Wealth Design
AAMI icon

True Wealth Design’s Acadian Asset Management AAMI Stock Holding History

True Wealth Design’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
Q3 		$1.65K Hold
18
– – ﹤0.01% 1745
2026
Q2 		$1.29K Buy
18
+10
+125% +$697 ﹤0.01% 1885
2026
Q1 		$436 Hold
8
– – ﹤0.01% 2102
2025
Q4 		$376 Sell
8
-19
-70% -$876 ﹤0.01% 2044
2025
Q3 		$1.3K Buy
27
+19
+238% +$847 ﹤0.01% 1657
2025
Q2 		$282 Hold
8
– – ﹤0.01% 1968
2025
Q1 		$207 Buy
+8
New +$201 ﹤0.01% 1939

Other funds holding AAMI

Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ANB Bank
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Unique Wealth Strategies
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

True Wealth Design's AAMI Position: Q3 2026 in Review

True Wealth Design held its Acadian Asset Management (AAMI) position steady in Q3 2026 at 18 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

True Wealth Design first reported a position in AAMI in Q1 2025 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold AAMI as of Q3 2026.

  • True Wealth Design held 18 shares of Acadian Asset Management worth $1.65K as of Q3 2026.
  • True Wealth Design left its Acadian Asset Management share count unchanged in Q3 2026.
  • Acadian Asset Management made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1745 holding.
  • True Wealth Design first reported a position in Acadian Asset Management in Q1 2025 and has held it in 7 quarters since.
  • 42 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.