KFG Wealth Management
AON icon

KFG Wealth Management’s Aon AON Stock Holding History

KFG Wealth Management’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 		$442K Sell
1,598
-4
-0.2% -$1.35K 0.05% 146
2026
Q2 		$531K Buy
1,602
+2
+0.1% +$645 0.06% 136
2026
Q1 		$516K Hold
1,600
– – 0.07% 131
2025
Q4 		$565K Sell
1,600
-1
-0.1% -$349 0.08% 119
2025
Q3 		$571K Buy
1,601
+1
+0.1% +$362 0.08% 113
2025
Q2 		$571K Buy
1,600
+6
+0.4% +$2.17K 0.09% 117
2025
Q1 		$636K Buy
1,594
+4
+0.3% +$1.53K 0.12% 102
2024
Q4 		$571K Hold
1,590
– – 0.11% 96
2024
Q3 		$550K Sell
1,590
-278
-15% -$91K 0.12% 100
2024
Q2 		$548K Hold
1,868
– – 0.22% 85
2024
Q1 		$623K Hold
1,868
– – 0.26% 73
2023
Q4 		$544K Hold
1,868
– – 0.25% 70
2023
Q3 		$606K Hold
1,868
– – 0.33% 58
2023
Q2 		$645K Sell
1,868
-400
-18% -$130K 0.38% 46
2023
Q1 		$737K Hold
2,268
– – 0.51% 33
2022
Q4 		$681K Buy
+2,268
New +$663K 0.7% 28

Other funds holding AON

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

KFG Wealth Management's AON Position: Q3 2026 in Review

KFG Wealth Management reduced its Aon (AON) stake by 0.25% in Q3 2026, selling an estimated $1.35K and leaving 1,598 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #146.

KFG Wealth Management first reported a position in AON in Q4 2022 and has held it in 16 quarters since. The position peaked at $737K in Q1 2023. 984 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • KFG Wealth Management held 1,598 shares of Aon worth $442K as of Q3 2026.
  • KFG Wealth Management sold 4 Aon shares in Q3 2026, an estimated $1.35K.
  • Aon made up 0.05% of KFG Wealth Management's portfolio in Q3 2026, its #146 holding.
  • KFG Wealth Management first reported a position in Aon in Q4 2022 and has held it in 16 quarters since.
  • KFG Wealth Management's Aon position peaked at $737K in Q1 2023.
  • 984 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.