Cannell & Spears’s FTAI Aviation FTAI Stock Holding History

Cannell & Spears’s Portfolio FTAI Stock Details FTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$111M	Buy	411,068 +59,935	+17%	+$15.1M	1.98%	11
2026 Q1	$86M	Buy	351,133 +65,068	+23%	+$17.2M	1.69%	14
2025 Q4	$56.3M	Buy	286,065 +243,581	+573%	+$41.5M	1.05%	27
2025 Q3	$7.09M	Sell	42,484 -311,372	-88%	-$44.3M	0.13%	119
2025 Q2	$40.7M	Sell	353,856 -221,572	-39%	-$24.8M	0.82%	35
2025 Q1	$63.9M	Buy	575,428 +370,156	+180%	+$43.7M	1.38%	14
2024 Q4	$29.6M	Buy	205,272 +67,647	+49%	+$9.97M	0.61%	52
2024 Q3	$18.3M	Buy	+137,625	New	+$15.6M	0.36%	77
2020 Q4	–	Sell	-31,758	Closed	-$465K	–	243
2020 Q3	$465K	Hold	31,758	–	–	0.04%	133
2020 Q2	$352K	Hold	31,758	–	–	0.04%	147
2020 Q1	$222K	Buy	+31,758	New	+$450K	0.03%	182

Other funds holding FTAI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Cannell & Spears's FTAI Position: Q2 2026 in Review

Cannell & Spears increased its FTAI Aviation (FTAI) stake by 17% in Q2 2026, buying an estimated $15.1M and bringing the position to 411,068 shares worth $111M. The position accounts for 1.98% of the portfolio, ranked #11.

Cannell & Spears first reported a position in FTAI in Q1 2020 and has held it in 11 quarters since. 684 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

Cannell & Spears held 411,068 shares of FTAI Aviation worth $111M as of Q2 2026.
Cannell & Spears bought 59,935 FTAI Aviation shares in Q2 2026, an estimated $15.1M.
FTAI Aviation made up 1.98% of Cannell & Spears's portfolio in Q2 2026, its #11 holding.
Cannell & Spears first reported a position in FTAI Aviation in Q1 2020 and has held it in 11 quarters since.
684 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.