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Independent Financial Group’s Aaon AAON Stock Holding History

Independent Financial Group’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 		$493K Buy
+3,885
New +$455K 0.01% 1001

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 $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Independent Financial Group's AAON Position: Q2 2026 in Review

Independent Financial Group opened a new position in Aaon (AAON) in Q2 2026: 3,885 shares worth $493K. The stake represents 0.01% of the portfolio and ranks #1001 among its holdings.

473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Independent Financial Group held 3,885 shares of Aaon worth $493K as of Q2 2026.
  • Aaon was a new Independent Financial Group position in Q2 2026.
  • Aaon made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1001 holding.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.