FineMark National Bank & Trust’s Aon AON Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$408K	Buy	1,155 +79	+7%	+$27.6K	0.01%	341
2025 Q3	$384K	Sell	1,076 -103	-9%	-$37.3K	0.01%	348
2025 Q2	$421K	Buy	1,179 +8	+0.7%	+$2.9K	0.01%	323
2025 Q1	$467K	Sell	1,171 -25	-2%	-$9.59K	0.02%	302
2024 Q4	$430K	Hold	1,196	–	–	0.02%	302
2024 Q3	$414K	Hold	1,196	–	–	0.01%	309
2024 Q2	$351K	Hold	1,196	–	–	0.01%	328
2024 Q1	$399K	Buy	1,196 +300	+33%	+$93K	0.01%	309
2023 Q4	$261K	Buy	896 +3	+0.3%	+$960	0.01%	357
2023 Q3	$290K	Buy	893 +200	+29%	+$66.2K	0.01%	339
2023 Q2	$239K	Sell	693 -41	-6%	-$13.3K	0.01%	380
2023 Q1	$231K	Buy	+734	New	+$227K	0.01%	372
2015 Q4	–	Sell	-61	Closed	-$5K	–	1348
2015 Q3	$5K	Buy	61 +21	+53%	+$2.03K	﹤0.01%	1083
2015 Q2	$4K	Buy	+40	New	+$4K	﹤0.01%	1136

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FineMark National Bank & Trust's AON Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Aon (AON) stake by 7.3% in Q4 2025, buying an estimated $27.6K and bringing the position to 1,155 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #341.

FineMark National Bank & Trust first reported a position in AON in Q2 2015 and has held it in 14 quarters since. The position peaked at $467K in Q1 2025. 1,280 funds tracked by Wall St. Rank hold AON as of Q4 2025.

FineMark National Bank & Trust held 1,155 shares of Aon worth $408K as of Q4 2025.
FineMark National Bank & Trust bought 79 Aon shares in Q4 2025, an estimated $27.6K.
Aon made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #341 holding.
FineMark National Bank & Trust first reported a position in Aon in Q2 2015 and has held it in 14 quarters since.
FineMark National Bank & Trust's Aon position peaked at $467K in Q1 2025.
1,280 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.