Twin Peaks Wealth Advisors’s Acadian Asset Management AAMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.23K Buy
+41
New +$2.16K ﹤0.01% 1676
2025
Q3
Sell
-95
Closed -$4.54K 2256
2025
Q2
$4.54K Buy
+95
New +$2.76K ﹤0.01% 1348

Other funds holding AAMI

Twin Peaks Wealth Advisors's AAMI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Acadian Asset Management (AAMI) in Q1 2026: 41 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #1676 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AAMI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AAMI in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.54K in Q2 2025. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 41 shares of Acadian Asset Management worth $2.23K as of Q1 2026.
  • Acadian Asset Management was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Acadian Asset Management made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1676 holding.
  • Twin Peaks Wealth Advisors first reported a position in Acadian Asset Management in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Acadian Asset Management position peaked at $4.54K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.