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Albion Financial Group’s Aon AON Stock Holding History

Albion Financial Group’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.95K Hold
30
– – ﹤0.01% 431
2026
Q1 		$9.68K Hold
30
– – ﹤0.01% 418
2025
Q4 		$10.6K Sell
30
-3
-9% -$1.05K ﹤0.01% 403
2025
Q3 		$11.8K Buy
33
+17
+106% +$6.15K ﹤0.01% 382
2025
Q2 		$5.71K Hold
16
– – ﹤0.01% 405
2025
Q1 		$6.39K Sell
16
-31
-66% -$11.9K ﹤0.01% 398
2024
Q4 		$16.9K Buy
47
+16
+52% +$5.88K ﹤0.01% 355
2024
Q3 		$10.7K Hold
31
– – ﹤0.01% 328
2024
Q2 		$9.1K Hold
31
– – ﹤0.01% 340
2024
Q1 		$10.3K Hold
31
– – ﹤0.01% 315
2023
Q4 		$9.02K Buy
31
+26
+520% +$8.32K ﹤0.01% 316
2023
Q3 		$1.62K Buy
+5
New +$1.65K ﹤0.01% 394
2022
Q3 		– Sell
-2
Closed -$1K – 443
2022
Q2 		$1K Hold
2
– – ﹤0.01% 441
2022
Q1 		$1K Sell
2
-2
-50% -$582 ﹤0.01% 504
2021
Q4 		$1K Sell
4
-13
-76% -$3.9K ﹤0.01% 561
2021
Q3 		$5K Hold
17
– – ﹤0.01% 408
2021
Q2 		$4K Buy
+17
New +$4.16K ﹤0.01% 418
2020
Q4 		$4K Buy
+17
New +$3.47K ﹤0.01% 390

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Albion Financial Group's AON Position: Q2 2026 in Review

Albion Financial Group held its Aon (AON) position steady in Q2 2026 at 30 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Albion Financial Group first reported a position in AON in Q4 2020 and has held it in 18 quarters since. The position peaked at $16.9K in Q4 2024. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Albion Financial Group held 30 shares of Aon worth $9.95K as of Q2 2026.
  • Albion Financial Group left its Aon share count unchanged in Q2 2026.
  • Aon made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #431 holding.
  • Albion Financial Group first reported a position in Aon in Q4 2020 and has held it in 18 quarters since.
  • Albion Financial Group's Aon position peaked at $16.9K in Q4 2024.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.