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BFC Planning, Inc.’s Aaon AAON Stock Holding History

BFC Planning, Inc.’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
Q2 		$1.4K Sell
11
-14
-56% -$1.64K ﹤0.01% 3073
2026
Q1 		$2.07K Hold
25
– – ﹤0.01% 2588
2025
Q4 		$1.91K Hold
25
– – ﹤0.01% 2648
2025
Q3 		$2.34K Hold
25
– – ﹤0.01% 2435
2025
Q2 		$1.84K Hold
25
– – ﹤0.01% 2327
2025
Q1 		$1.95K Buy
+25
New +$2.58K ﹤0.01% 2313

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s AAON Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Aaon (AAON) stake by 56% in Q2 2026, selling an estimated $1.64K and leaving 11 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

BFC Planning, Inc. first reported a position in AAON in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.34K in Q3 2025. 476 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • BFC Planning, Inc. held 11 shares of Aaon worth $1.4K as of Q2 2026.
  • BFC Planning, Inc. sold 14 Aaon shares in Q2 2026, an estimated $1.64K.
  • Aaon made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3073 holding.
  • BFC Planning, Inc. first reported a position in Aaon in Q1 2025 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s Aaon position peaked at $2.34K in Q3 2025.
  • 476 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.