BAMCO Inc
AAON icon

BAMCO Inc’s Aaon AAON Stock Holding History

BAMCO Inc’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.9M Buy
844,377
+106,361
+14% +$9.66M 0.21% 81
2025
Q4 		$56.3M Buy
738,016
+11,109
+2% +$1.03M 0.15% 118
2025
Q3 		$67.9M Buy
+726,907
New +$59.5M 0.18% 104
2025
Q1 		– Sell
-75,856
Closed -$8.93M – 315
2024
Q4 		$8.93M Sell
75,856
-89,103
-54% -$10.9M 0.02% 234
2024
Q3 		$17.8M Sell
164,959
-53,930
-25% -$4.93M 0.05% 211
2024
Q2 		$19.1M Hold
218,889
– – 0.05% 206
2024
Q1 		$19.3M Buy
218,889
+26,190
+14% +$2.05M 0.05% 213
2023
Q4 		$14.2M Buy
+192,699
New +$11.9M 0.04% 217

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return