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Farther Finance Advisors’s Aon AON Stock Holding History

Farther Finance Advisors’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
Q3 		$1.07M Sell
3,882
-1,123
-22% -$380K 0.01% 1083
2026
Q2 		$1.66M Buy
5,005
+1,151
+30% +$371K 0.01% 826
2026
Q1 		$1.24M Buy
3,854
+724
+23% +$241K 0.01% 855
2025
Q4 		$1.1M Buy
3,130
+1,484
+90% +$518K 0.01% 841
2025
Q3 		$587K Buy
1,646
+266
+19% +$96.2K 0.01% 999
2025
Q2 		$492K Buy
1,380
+115
+9% +$41.7K 0.01% 912
2025
Q1 		$505K Buy
1,265
+261
+26% +$100K 0.01% 780
2024
Q4 		$361K Buy
1,004
+68
+7% +$25K 0.01% 727
2024
Q3 		$324K Buy
936
+154
+20% +$50.4K 0.01% 796
2024
Q2 		$230K Buy
782
+99
+14% +$29.3K 0.01% 786
2024
Q1 		$225K Buy
683
+321
+89% +$99.5K 0.01% 649
2023
Q4 		$105K Buy
362
+179
+98% +$57.3K 0.01% 784
2023
Q3 		$59.3K Sell
183
-19
-9% -$6.29K 0.01% 720
2023
Q2 		$69.7K Buy
202
+1
+0.5% +$325 0.02% 566
2023
Q1 		$63.4K Buy
201
+42
+26% +$13K 0.02% 538
2022
Q4 		$47.7K Buy
+159
New +$46.5K 0.02% 497

Other funds holding AON

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

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

Farther Finance Advisors reduced its Aon (AON) stake by 22% in Q3 2026, selling an estimated $380K and leaving 3,882 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1083.

Farther Finance Advisors first reported a position in AON in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.66M in Q2 2026. 44 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Farther Finance Advisors held 3,882 shares of Aon worth $1.07M as of Q3 2026.
  • Farther Finance Advisors sold 1,123 Aon shares in Q3 2026, an estimated $380K.
  • Aon made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1083 holding.
  • Farther Finance Advisors first reported a position in Aon in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Aon position peaked at $1.66M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Aon as of Q3 2026.

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