Kestra Advisory Services
AON icon

Kestra Advisory Services’s Aon AON Stock Holding History

Kestra Advisory Services’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
Q3 		$12.5M Buy
45,016
+466
+1% +$158K 0.04% 486
2026
Q2 		$14.8M Buy
44,550
+28,997
+186% +$9.35M 0.05% 398
2026
Q1 		$5.02M Sell
15,553
-3,393
-18% -$1.13M 0.02% 785
2025
Q4 		$6.69M Sell
18,946
-1,057
-5% -$369K 0.03% 580
2025
Q3 		$7.13M Buy
20,003
+234
+1% +$84.6K 0.03% 519
2025
Q2 		$7.05M Buy
19,769
+1,366
+7% +$495K 0.03% 493
2025
Q1 		$7.34M Sell
18,403
-823
-4% -$316K 0.04% 438
2024
Q4 		$6.91M Sell
19,226
-1,267
-6% -$466K 0.04% 463
2024
Q3 		$7.09M Buy
20,493
+2,319
+13% +$759K 0.04% 474
2024
Q2 		$5.34M Buy
18,174
+10,004
+122% +$2.96M 0.03% 566
2024
Q1 		$2.73M Sell
8,170
-994
-11% -$308K 0.02% 752
2023
Q4 		$2.67M Buy
9,164
+630
+7% +$202K 0.02% 676
2023
Q3 		$2.77M Buy
8,534
+978
+13% +$324K 0.03% 583
2023
Q2 		$2.61M Sell
7,556
-1,109
-13% -$360K 0.03% 580
2023
Q1 		$2.73M Sell
8,665
-6,987
-45% -$2.16M 0.03% 537
2022
Q4 		$4.7M Buy
15,652
+3,677
+31% +$1.07M 0.04% 458
2022
Q3 		$3.21M Buy
11,975
+2,300
+24% +$650K 0.03% 496
2022
Q2 		$2.61M Buy
9,675
+732
+8% +$210K 0.03% 573
2022
Q1 		$2.91M Sell
8,943
-960
-10% -$279K 0.03% 543
2021
Q4 		$2.98M Sell
9,903
-544
-5% -$163K 0.03% 544
2021
Q3 		$2.98M Sell
10,447
-194
-2% -$52.1K 0.03% 561
2021
Q2 		$2.54M Buy
10,641
+814
+8% +$199K 0.03% 562
2021
Q1 		$2.26M Buy
9,827
+5,651
+135% +$1.24M 0.03% 552
2020
Q4 		$863K Buy
4,176
+4,108
+6,041% +$839K 0.01% 930
2020
Q3 		$915K Buy
+68
New +$13.6K 0.02% 651

Other funds holding AON

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

Kestra Advisory Services's AON Position: Q3 2026 in Review

Kestra Advisory Services increased its Aon (AON) stake by 1% in Q3 2026, buying an estimated $158K and bringing the position to 45,016 shares worth $12.5M. The position accounts for 0.04% of the portfolio, ranked #486.

Kestra Advisory Services first reported a position in AON in Q3 2020 and has held it in 25 quarters since. The position peaked at $14.8M in Q2 2026. 423 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Kestra Advisory Services held 45,016 shares of Aon worth $12.5M as of Q3 2026.
  • Kestra Advisory Services bought 466 Aon shares in Q3 2026, an estimated $158K.
  • Aon made up 0.04% of Kestra Advisory Services's portfolio in Q3 2026, its #486 holding.
  • Kestra Advisory Services first reported a position in Aon in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Aon position peaked at $14.8M in Q2 2026.
  • 423 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.