Abacus Wealth Partners, LLC
Position in AAMI — Acadian Asset Management Inc.
CIK 1978011
SANTA MONICA, CA
Position in AAMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$451,148
+$97,473 QoQ
Shares Held
6,308
-2.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#181
of 299 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAMI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Abacus Wealth Partners, LLC holds $1,506,038 across 3 Asset Management names. AAMI ranks #2 (30.0% of the industry book) .
All Filings in AAMI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,148 | 6,308 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $353,675 | 6,499 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $305,453 | 6,499 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||