Optimist Retirement Group LLC
PensionPosition in AAMI — Acadian Asset Management Inc.
CIK 2011850
BELLEVUE, WA
Position in AAMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$598,479
+$160,181 QoQ
Shares Held
8,368
+3.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#163
of 299 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAMI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Optimist Retirement Group LLC holds $2,702,115 across 2 Asset Management names. AAMI ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APAM |
Artisan Partners Asset Management Inc.
|
60,922 | $2,103,636 | |
| 2 | AAMI |
Acadian Asset Management Inc.
This page
|
8,368 | $598,479 |
All Filings in AAMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,479 | 8,368 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $438,298 | 8,054 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $431,225 | 9,175 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $441,868 | 9,175 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $391,410 | 11,107 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $267,961 | 10,362 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $240,299 | 9,123 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $237,921 | 9,367 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||