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Dynamic Financial Group’s Aon AON Stock Holding History

Dynamic Financial 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 		$253K Hold
762
– – 0.19% 64
2026
Q1 		$246K Hold
762
– – 0.2% 57
2025
Q4 		$269K Hold
762
– – 0.23% 51
2025
Q3 		$272K Hold
762
– – 0.24% 53
2025
Q2 		$272K Hold
762
– – 0.26% 47
2025
Q1 		$304K Hold
762
– – 0.3% 39
2024
Q4 		$274K Buy
+762
New +$280K 0.28% 45

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dynamic Financial Group's AON Position: Q2 2026 in Review

Dynamic Financial Group held its Aon (AON) position steady in Q2 2026 at 762 shares worth $253K. The position accounts for 0.19% of the portfolio, ranked #64.

Dynamic Financial Group first reported a position in AON in Q4 2024 and has held it in 7 quarters since. The position peaked at $304K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Dynamic Financial Group held 762 shares of Aon worth $253K as of Q2 2026.
  • Dynamic Financial Group left its Aon share count unchanged in Q2 2026.
  • Aon made up 0.19% of Dynamic Financial Group's portfolio in Q2 2026, its #64 holding.
  • Dynamic Financial Group first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • Dynamic Financial Group's Aon position peaked at $304K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.