JBF Capital’s AerCap AER Stock Holding History

JBF Capital’s Portfolio AER Stock Details AER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.41M	Sell	16,500 -2,000	-11%	-$284K	0.31%	27
2026 Q1	$2.54M	Sell	18,500 -1,000	-5%	-$143K	0.38%	29
2025 Q4	$2.8M	Sell	19,500 -500	-3%	-$66.2K	0.4%	23
2025 Q3	$2.42M	Sell	20,000 -1,500	-7%	-$175K	0.34%	23
2025 Q2	$2.52M	Sell	21,500 -500	-2%	-$54.1K	0.4%	22
2025 Q1	$2.25M	Hold	22,000	–	–	0.43%	23
2024 Q4	$2.11M	Sell	22,000 -300	-1%	-$28.8K	0.36%	27
2024 Q3	$2.11M	Hold	22,300	–	–	0.32%	40
2024 Q2	$2.08M	Hold	22,300	–	–	0.32%	38
2024 Q1	$1.94M	Sell	22,300 -500	-2%	-$39.3K	0.32%	34
2023 Q4	$1.69M	Sell	22,800 -200	-0.9%	-$13.2K	0.33%	29
2023 Q3	$1.44M	Buy	23,000 +2,500	+12%	+$157K	0.32%	22
2023 Q2	$1.3M	Buy	20,500 +1,600	+8%	+$92.3K	0.27%	24
2023 Q1	$1.06M	Buy	18,900 +1,900	+11%	+$114K	0.24%	31
2022 Q4	$991K	Hold	17,000	–	–	0.24%	25
2022 Q3	$720K	Buy	17,000 +750	+5%	+$33.1K	0.18%	27
2022 Q2	$665K	Buy	16,250 +3,750	+30%	+$174K	0.16%	30
2022 Q1	$629K	Sell	12,500 -1,500	-11%	-$89.9K	0.13%	28
2021 Q4	$916K	Hold	14,000	–	–	0.17%	31
2021 Q3	$809K	Sell	14,000 -1,000	-7%	-$53.6K	0.17%	25
2021 Q2	$768K	Sell	15,000 -1,000	-6%	-$57.7K	0.18%	17
2021 Q1	$940K	Buy	16,000 +4,000	+33%	+$195K	0.21%	22
2020 Q4	$547K	Hold	12,000	–	–	0.09%	23
2020 Q3	$302K	Buy	12,000 +2,750	+30%	+$79.7K	0.05%	40
2020 Q2	$285K	Hold	9,250	–	–	0.05%	46
2020 Q1	$211K	Buy	9,250 +1,750	+23%	+$86.4K	0.04%	46
2019 Q4	$461K	Sell	7,500 -1,500	-17%	-$88.2K	0.07%	35
2019 Q3	$493K	Buy	+9,000	New	+$475K	0.09%	41
2019 Q1	–	Sell	-5,600	Closed	-$222K	–	84
2018 Q4	$222K	Buy	+5,600	New	+$280K	0.04%	52

Other funds holding AER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

JBF Capital's AER Position: Q2 2026 in Review

JBF Capital reduced its AerCap (AER) stake by 11% in Q2 2026, selling an estimated $284K and leaving 16,500 shares worth $2.41M. The position accounts for 0.31% of the portfolio, ranked #27.

JBF Capital first reported a position in AER in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.8M in Q4 2025. 689 funds tracked by Wall St. Rank hold AER as of Q2 2026.

JBF Capital held 16,500 shares of AerCap worth $2.41M as of Q2 2026.
JBF Capital sold 2,000 AerCap shares in Q2 2026, an estimated $284K.
AerCap made up 0.31% of JBF Capital's portfolio in Q2 2026, its #27 holding.
JBF Capital first reported a position in AerCap in Q4 2018 and has held it in 29 quarters since.
JBF Capital's AerCap position peaked at $2.8M in Q4 2025.
689 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on JBF Capital's 13F filing for Q2 2026, filed 13 Aug 2026.