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Farther Finance Advisors’s Aaon AAON Stock Holding History

Farther Finance 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 		$66.8K Sell
807
-36
-4% -$3.24K ﹤0.01% 3177
2026
Q2 		$107K Buy
843
+527
+167% +$61.7K ﹤0.01% 2660
2026
Q1 		$26.5K Buy
316
+11
+4% +$1K ﹤0.01% 3460
2025
Q4 		$23.3K Buy
305
+221
+263% +$20.4K ﹤0.01% 3342
2025
Q3 		$7.85K Sell
84
-3
-3% -$246 ﹤0.01% 3551
2025
Q2 		$6.42K Sell
87
-5
-5% -$438 ﹤0.01% 3267
2025
Q1 		$7.28K Sell
92
-186
-67% -$19.2K ﹤0.01% 2887
2024
Q4 		$32.7K Sell
278
-14
-5% -$1.72K ﹤0.01% 1869
2024
Q3 		$31.5K Buy
292
+75
+35% +$6.85K ﹤0.01% 1878
2024
Q2 		$18.1K Buy
217
+98
+82% +$7.99K ﹤0.01% 1811
2024
Q1 		$10.5K Hold
119
– – ﹤0.01% 1747
2023
Q4 		$8.79K Buy
119
+50
+72% +$3.08K ﹤0.01% 1676
2023
Q3 		$3.92K Hold
69
– – ﹤0.01% 1598
2023
Q2 		$4.36K Hold
69
– – ﹤0.01% 1477
2023
Q1 		$4.45K Buy
+69
New +$3.79K ﹤0.01% 1381

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
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
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's AAON Position: Q3 2026 in Review

Farther Finance Advisors reduced its Aaon (AAON) stake by 4.3% in Q3 2026, selling an estimated $3.24K and leaving 807 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

Farther Finance Advisors first reported a position in AAON in Q1 2023 and has held it in 15 quarters since. The position peaked at $107K in Q2 2026. 12 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Farther Finance Advisors held 807 shares of Aaon worth $66.8K as of Q3 2026.
  • Farther Finance Advisors sold 36 Aaon shares in Q3 2026, an estimated $3.24K.
  • Aaon made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3177 holding.
  • Farther Finance Advisors first reported a position in Aaon in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Aaon position peaked at $107K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

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