CFSG
AON icon

Community Financial Services Group’s Aon AON Stock Holding History

Community Financial Services Group’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-63
Closed -$20.2K – 532
2026
Q1 		$20.2K Buy
+63
New +$20.9K ﹤0.01% 258
2024
Q2 		– Sell
-666
Closed -$222K – 120
2024
Q1 		$222K Buy
+666
New +$206K 0.05% 133
2023
Q3 		$1.01M Buy
+3,130
New +$1.04M 0.26% 57
2021
Q4 		$745K Buy
2,478
+215
+10% +$64.5K 0.19% 64
2021
Q3 		$647K Buy
+2,263
New +$608K 0.18% 63

Other funds holding AON

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Community Financial Services Group's AON Position: Q2 2026 in Review

Community Financial Services Group sold out of Aon (AON) in Q2 2026, closing a stake of 63 shares — an estimated $20.2K sold.

Community Financial Services Group first reported a position in AON in Q3 2021 and held it in 5 quarters. The position peaked at $1.01M in Q3 2023. 198 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Community Financial Services Group reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Community Financial Services Group sold 63 Aon shares in Q2 2026, an estimated $20.2K.
  • Community Financial Services Group first reported a position in Aon in Q3 2021 and held it in 5 quarters.
  • Community Financial Services Group's Aon position peaked at $1.01M in Q3 2023.
  • 198 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.