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Confluence Investment Management’s AerCap AER Stock Holding History

Confluence Investment Management’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.89M Buy
13,180
+68
+0.5% +$10K 0.03% 172
2026
Q2 		$1.91M Sell
13,112
-501
-4% -$71.2K 0.03% 148
2026
Q1 		$1.87M Buy
13,613
+865
+7% +$124K 0.03% 151
2025
Q4 		$1.83M Buy
12,748
+388
+3% +$51.4K 0.03% 164
2025
Q3 		$1.5M Buy
12,360
+733
+6% +$85.6K 0.02% 177
2025
Q2 		$1.36M Buy
11,627
+481
+4% +$52K 0.02% 186
2025
Q1 		$1.14M Sell
11,146
-140
-1% -$13.9K 0.02% 194
2024
Q4 		$1.08M Buy
11,286
+27
+0.2% +$2.59K 0.02% 197
2024
Q3 		$1.07M Sell
11,259
-467
-4% -$43.8K 0.01% 200
2024
Q2 		$1.09M Buy
11,726
+418
+4% +$37.2K 0.02% 197
2024
Q1 		$983K Buy
11,308
+533
+5% +$41.9K 0.01% 195
2023
Q4 		$801K Sell
10,775
-506
-4% -$33.4K 0.01% 209
2023
Q3 		$707K Buy
+11,281
New +$710K 0.01% 207

Other funds holding AER

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Confluence Investment Management's AER Position: Q3 2026 in Review

Confluence Investment Management increased its AerCap (AER) stake by 0.52% in Q3 2026, buying an estimated $10K and bringing the position to 13,180 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #172.

Confluence Investment Management first reported a position in AER in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.91M in Q2 2026. 26 funds tracked by Wall St. Rank hold AER as of Q3 2026.

  • Confluence Investment Management held 13,180 shares of AerCap worth $1.89M as of Q3 2026.
  • Confluence Investment Management bought 68 AerCap shares in Q3 2026, an estimated $10K.
  • AerCap made up 0.03% of Confluence Investment Management's portfolio in Q3 2026, its #172 holding.
  • Confluence Investment Management first reported a position in AerCap in Q3 2023 and has held it in 13 quarters since.
  • Confluence Investment Management's AerCap position peaked at $1.91M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held AerCap as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.