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BFC Planning, Inc.’s Aon AON Stock Holding History

BFC Planning, Inc.’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
Q2 		$58.8K Buy
177
+36
+26% +$11.6K ﹤0.01% 1472
2026
Q1 		$45.6K Sell
141
-1
-0.7% -$332 ﹤0.01% 1377
2025
Q4 		$50.2K Buy
142
+3
+2% +$1.05K ﹤0.01% 1371
2025
Q3 		$49.6K Sell
139
-1
-0.7% -$362 ﹤0.01% 1187
2025
Q2 		$50K Buy
140
+77
+122% +$27.9K ﹤0.01% 1128
2025
Q1 		$25.2K Buy
63
+4
+7% +$1.53K ﹤0.01% 1375
2024
Q4 		$21.2K Buy
+59
New +$21.7K ﹤0.01% 1433

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

BFC Planning, Inc. increased its Aon (AON) stake by 26% in Q2 2026, buying an estimated $11.6K and bringing the position to 177 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

BFC Planning, Inc. first reported a position in AON in Q4 2024 and has held it in 7 quarters since. 1,271 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • BFC Planning, Inc. held 177 shares of Aon worth $58.8K as of Q2 2026.
  • BFC Planning, Inc. bought 36 Aon shares in Q2 2026, an estimated $11.6K.
  • Aon made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1472 holding.
  • BFC Planning, Inc. first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • 1,271 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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