Jones Financial Companies
AAON icon

Jones Financial Companies’s Aaon AAON Stock Holding History

Jones Financial Companies’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 		$412K Sell
3,248
-1,686
-34% -$197K ﹤0.01% 2294
2026
Q1 		$402K Buy
4,934
+4,498
+1,032% +$409K ﹤0.01% 2141
2025
Q4 		$33.3K Buy
436
+58
+15% +$5.36K ﹤0.01% 2715
2025
Q3 		$34.4K Buy
378
+141
+59% +$11.5K ﹤0.01% 2533
2025
Q2 		$17.4K Buy
237
+134
+130% +$11.7K ﹤0.01% 2660
2025
Q1 		$8.04K Buy
103
+25
+32% +$2.58K ﹤0.01% 2800
2024
Q4 		$9.18K Hold
78
– – ﹤0.01% 2556
2024
Q3 		$8.35K Buy
+78
New +$7.13K ﹤0.01% 2277

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

Jones Financial Companies's AAON Position: Q2 2026 in Review

Jones Financial Companies reduced its Aaon (AAON) stake by 34% in Q2 2026, selling an estimated $197K and leaving 3,248 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Jones Financial Companies first reported a position in AAON in Q3 2024 and has held it in 8 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Jones Financial Companies held 3,248 shares of Aaon worth $412K as of Q2 2026.
  • Jones Financial Companies sold 1,686 Aaon shares in Q2 2026, an estimated $197K.
  • Aaon made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2294 holding.
  • Jones Financial Companies first reported a position in Aaon in Q3 2024 and has held it in 8 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.