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Balboa Wealth Partners’s AerCap AER Stock Holding History

Balboa Wealth 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 		$1.42M Sell
9,725
-400
-4% -$56.8K 0.19% 95
2026
Q1 		$1.39M Sell
10,125
-317
-3% -$45.3K 0.23% 77
2025
Q4 		$1.5M Sell
10,442
-735
-7% -$97.3K 0.25% 66
2025
Q3 		$1.35M Hold
11,177
– – 0.23% 68
2025
Q2 		$1.31M Sell
11,177
-748
-6% -$80.9K 0.26% 69
2025
Q1 		$1.22M Sell
11,925
-100
-0.8% -$9.9K 0.29% 65
2024
Q4 		$1.15M Sell
12,025
-675
-5% -$64.7K 0.26% 69
2024
Q3 		$1.2M Sell
12,700
-950
-7% -$89K 0.3% 66
2024
Q2 		$1.27M Sell
13,650
-2,850
-17% -$254K 0.34% 55
2024
Q1 		$1.43M Buy
16,500
+3,275
+25% +$257K 0.42% 42
2023
Q4 		$983K Buy
13,225
+8,075
+157% +$533K 0.33% 60
2023
Q3 		$323K Buy
5,150
+950
+23% +$59.8K 0.12% 143
2023
Q2 		$267K Buy
+4,200
New +$242K 0.09% 178

Other funds holding AER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
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
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

Balboa Wealth Partners's AER Position: Q2 2026 in Review

Balboa Wealth Partners reduced its AerCap (AER) stake by 4% in Q2 2026, selling an estimated $56.8K and leaving 9,725 shares worth $1.42M. The position accounts for 0.19% of the portfolio, ranked #95.

Balboa Wealth Partners first reported a position in AER in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.5M in Q4 2025. 690 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • Balboa Wealth Partners held 9,725 shares of AerCap worth $1.42M as of Q2 2026.
  • Balboa Wealth Partners sold 400 AerCap shares in Q2 2026, an estimated $56.8K.
  • AerCap made up 0.19% of Balboa Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • Balboa Wealth Partners first reported a position in AerCap in Q2 2023 and has held it in 13 quarters since.
  • Balboa Wealth Partners's AerCap position peaked at $1.5M in Q4 2025.
  • 690 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.