BFG
AAON icon

Beto Financial Group’s Aaon AAON Stock Holding History

Beto Financial Group’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
Q2 		$435K Hold
4,191
– – 0.23% 95
2026
Q1 		$542K Hold
4,191
– – 0.32% 72
2025
Q4 		$378K Buy
+4,191
New +$387K 0.25% 85

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beto Financial Group's AAON Position: Q2 2026 in Review

Beto Financial Group held its Aaon (AAON) position steady in Q2 2026 at 4,191 shares worth $435K. The position accounts for 0.23% of the portfolio, ranked #95.

Beto Financial Group first reported a position in AAON in Q4 2025 and has held it in 3 quarters since. The position peaked at $542K in Q1 2026. 472 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Beto Financial Group held 4,191 shares of Aaon worth $435K as of Q2 2026.
  • Beto Financial Group left its Aaon share count unchanged in Q2 2026.
  • Aaon made up 0.23% of Beto Financial Group's portfolio in Q2 2026, its #95 holding.
  • Beto Financial Group first reported a position in Aaon in Q4 2025 and has held it in 3 quarters since.
  • Beto Financial Group's Aaon position peaked at $542K in Q1 2026.
  • 472 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.