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CoreCap Advisors’s Aaon AAON Stock Holding History

CoreCap 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
Q3 		$1.9K Hold
23
– – ﹤0.01% 2515
2026
Q2 		$2.92K Buy
+23
New +$2.69K ﹤0.01% 2434

Other funds holding AAON

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CoreCap Advisors's AAON Position: Q3 2026 in Review

CoreCap Advisors held its Aaon (AAON) position steady in Q3 2026 at 23 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

CoreCap Advisors first reported a position in AAON in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.92K in Q2 2026. 12 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • CoreCap Advisors held 23 shares of Aaon worth $1.9K as of Q3 2026.
  • CoreCap Advisors left its Aaon share count unchanged in Q3 2026.
  • Aaon made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2515 holding.
  • CoreCap Advisors first reported a position in Aaon in Q2 2026 and has held it in 2 quarters since.
  • CoreCap Advisors's Aaon position peaked at $2.92K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.