Americana Partners’s AerCap AER Stock Holding History

Americana Partners’s Portfolio AER Stock Details AER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.53M	Buy	37,930 +23,512	+163%	+$3.34M	0.12%	131
2026 Q1	$1.98M	Buy	14,418 +463	+3%	+$66.2K	0.05%	216
2025 Q4	$2.01M	Sell	13,955 -492	-3%	-$65.2K	0.06%	209
2025 Q3	$1.75M	Sell	14,447 -36	-0.2%	-$4.2K	0.05%	208
2025 Q2	$1.69M	Sell	14,483 -32,713	-69%	-$3.54M	0.06%	209
2025 Q1	$4.82M	Buy	47,196 +13,518	+40%	+$1.34M	0.19%	109
2024 Q4	$3.22M	Buy	33,678 +18,968	+129%	+$1.82M	0.13%	148
2024 Q3	$1.39M	Buy	14,710 +3,336	+29%	+$313K	0.09%	167
2024 Q2	$1.06M	Buy	11,374 +6,304	+124%	+$561K	0.08%	173
2024 Q1	$441K	Buy	+5,070	New	+$398K	0.04%	239
2020 Q1	–	Sell	-644	Closed	-$39K	–	116
2019 Q4	$39K	Buy	+644	New	+$37.9K	0.02%	250

Other funds holding AER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Americana Partners's AER Position: Q2 2026 in Review

Americana Partners increased its AerCap (AER) stake by 163% in Q2 2026, buying an estimated $3.34M and bringing the position to 37,930 shares worth $5.53M. The position accounts for 0.12% of the portfolio, ranked #131.

Americana Partners first reported a position in AER in Q4 2019 and has held it in 11 quarters since. 690 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Americana Partners held 37,930 shares of AerCap worth $5.53M as of Q2 2026.
Americana Partners bought 23,512 AerCap shares in Q2 2026, an estimated $3.34M.
AerCap made up 0.12% of Americana Partners's portfolio in Q2 2026, its #131 holding.
Americana Partners first reported a position in AerCap in Q4 2019 and has held it in 11 quarters since.
690 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.