Exchange Bank’s Aon AON Stock Holding History

Exchange Bank’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 Q1	–	Sell	-806	Closed	-$284K	–	119
2025 Q4	$284K	Buy	806 +1	+0.1%	+$349	0.2%	101
2025 Q3	$287K	Hold	805	–	–	0.2%	101
2025 Q2	$287K	Sell	805 -24	-3%	-$8.7K	0.23%	98
2025 Q1	$331K	Sell	829 -4	-0.5%	-$1.53K	0.27%	91
2024 Q4	$299K	Buy	833 +1	+0.1%	+$368	0.24%	92
2024 Q3	$288K	Hold	832	–	–	0.24%	95
2024 Q2	$244K	Sell	832 -37	-4%	-$10.9K	0.21%	99
2024 Q1	$290K	Hold	869	–	–	0.24%	91
2023 Q4	$253K	Hold	869	–	–	0.22%	98
2023 Q3	$282K	Hold	869	–	–	0.27%	83
2023 Q2	$300K	Buy	+869	New	+$282K	0.29%	83

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Exchange Bank's AON Position: Q1 2026 in Review

Exchange Bank sold out of Aon (AON) in Q1 2026, closing a stake of 806 shares — an estimated $284K sold.

Exchange Bank first reported a position in AON in Q2 2023 and held it in 11 quarters. The position peaked at $331K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Exchange Bank reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
Exchange Bank sold 806 Aon shares in Q1 2026, an estimated $284K.
Exchange Bank first reported a position in Aon in Q2 2023 and held it in 11 quarters.
Exchange Bank's Aon position peaked at $331K in Q1 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Exchange Bank's 13F filing for Q1 2026, filed 8 Apr 2026.