JNBA Financial Advisors’s Aon AON Stock Holding History

JNBA Financial Advisors’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	–	Sell	-38	Closed	-$12.3K	–	833
2026 Q1	$12.3K	Buy	+38	New	+$12.6K	﹤0.01%	472
2024 Q2	–	Sell	-25	Closed	-$8.34K	–	641
2024 Q1	$8.34K	Hold	25	–	–	﹤0.01%	485
2023 Q4	$7.28K	Sell	25 -16	-39%	-$5.12K	﹤0.01%	502
2023 Q3	$13.3K	Buy	41 +16	+64%	+$5.29K	﹤0.01%	436
2023 Q2	$8.63K	Sell	25 -14	-36%	-$4.55K	﹤0.01%	485
2023 Q1	$12.3K	Sell	39 -5	-11%	-$1.55K	﹤0.01%	452
2022 Q4	$13.2K	Hold	44	–	–	﹤0.01%	424
2022 Q3	$12K	Hold	44	–	–	﹤0.01%	432
2022 Q2	$12K	Hold	44	–	–	﹤0.01%	463
2022 Q1	$14K	Hold	44	–	–	﹤0.01%	452
2021 Q4	$13K	Sell	44 -185	-81%	-$55.5K	﹤0.01%	487
2021 Q3	$65K	Buy	229 +185	+420%	+$49.7K	0.01%	265
2021 Q2	$11K	Hold	44	–	–	﹤0.01%	470
2021 Q1	$10K	Hold	44	–	–	﹤0.01%	459
2020 Q4	$9K	Buy	+44	New	+$8.98K	﹤0.01%	441
2018 Q4	–	Sell	-16,492	Closed	-$2.54M	–	528
2018 Q3	$2.54M	Buy	+16,492	New	+$2.41M	1.14%	37
2016 Q4	–	Sell	-341	Closed	-$38K	–	525
2016 Q3	$38K	Buy	+341	New	+$37.6K	0.01%	602

Other funds holding AON

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JNBA Financial Advisors's AON Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Aon (AON) in Q2 2026, closing a stake of 38 shares — an estimated $12.3K sold.

JNBA Financial Advisors first reported a position in AON in Q3 2016 and held it in 17 quarters. The position peaked at $2.54M in Q3 2018. 1,255 funds tracked by Wall St. Rank hold AON as of Q2 2026.

JNBA Financial Advisors reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
JNBA Financial Advisors sold 38 Aon shares in Q2 2026, an estimated $12.3K.
JNBA Financial Advisors first reported a position in Aon in Q3 2016 and held it in 17 quarters.
JNBA Financial Advisors's Aon position peaked at $2.54M in Q3 2018.
1,255 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.