American Assets Investment Management, LLC
American Assets Investment Management, LLC reported 146 positions worth $1.65B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: BAC (4.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BAC | SH | $80.5M | 4.87% | 15,224,325 | — | — | |
| ▸ 2 | WFC | SH | $77.7M | 4.70% | 940,400 | — | — | |
| ▸ 3 | AAPL | SH | $60.8M | 3.68% | 210,000 | — | — | |
| ▸ 4 | JPM | SH | $59.6M | 3.61% | 259,400 | — | — | |
| ▸ 5 | EXMOC | SH | $56.1M | 3.39% | 410,000 | — | — | |
| ▸ 6 | GS | SH | $55.5M | 3.36% | 99,000 | — | — | |
| ▸ 7 | SHEL | SH | $50.5M | 3.06% | 651,000 | — | — | |
| ▸ 8 | CAT | SH | $47.9M | 2.90% | 45,000 | — | — | |
| ▸ 9 | SNDK | SH | $45.5M | 2.75% | 20,000 | — | — | |
| ▸ 10 | WDC | SH | $38.3M | 2.32% | 60,000 | — | — |
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Frequently Asked Questions
What stocks does American Assets Investment Management, LLC hold as of Q2 2026?
American Assets Investment Management, LLC reported 146 positions worth $1.65B in its Q2 2026 13F filing. Largest positions: BAC (4.9%), WFC (4.7%), AAPL (3.7%), JPM (3.6%) and EXMOC (3.4%).
What did American Assets Investment Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did American Assets Investment Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.