Cadent Capital Advisors’s Aaon AAON Stock Holding History

Cadent Capital Advisors’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	$963K	Hold	7,593	–	–	0.2%	96
2026 Q1	$628K	Hold	7,593	–	–	0.17%	94
2025 Q4	$579K	Hold	7,593	–	–	0.15%	97
2025 Q3	$709K	Hold	7,593	–	–	0.19%	93
2025 Q2	$560K	Hold	7,593	–	–	0.18%	90
2025 Q1	$593K	Hold	7,593	–	–	0.23%	69
2024 Q4	$894K	Hold	7,593	–	–	0.31%	59
2024 Q3	$819K	Hold	7,593	–	–	0.28%	62
2024 Q2	$662K	Hold	7,593	–	–	0.27%	63
2024 Q1	$669K	Hold	7,593	–	–	0.27%	51
2023 Q4	$561K	Hold	7,593	–	–	0.28%	52
2023 Q3	$432K	Hold	7,593	–	–	0.21%	67
2023 Q2	$480K	Hold	7,593	–	–	0.3%	56
2023 Q1	$489K	Hold	7,593	–	–	0.29%	61
2022 Q4	$381K	Hold	7,593	–	–	0.23%	70
2022 Q3	$273K	Hold	7,593	–	–	0.16%	80
2022 Q2	$277K	Hold	7,593	–	–	0.16%	81
2022 Q1	$282K	Hold	7,593	–	–	0.13%	103
2021 Q4	$402K	Hold	7,593	–	–	0.18%	79
2021 Q3	$331K	Hold	7,593	–	–	0.15%	87
2021 Q2	$317K	Hold	7,593	–	–	0.13%	102
2021 Q1	$354K	Hold	7,593	–	–	0.16%	82
2020 Q4	$337K	Buy	+7,593	New	+$321K	0.17%	75

Other funds holding AAON

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return