Legacy Financial Advisors’s AerCap AER Stock Holding History

Legacy Financial Advisors’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	$824K	Buy	5,649 +245	+5%	+$34.8K	0.1%	159
2026 Q1	$741K	Buy	5,404 +255	+5%	+$36.5K	0.1%	170
2025 Q4	$740K	Buy	+5,149	New	+$682K	0.1%	169
2019 Q2	–	Sell	-695	Closed	-$32K	–	134
2019 Q1	$32K	Buy	695 +191	+38%	+$8.62K	0.01%	357
2018 Q4	$20K	Hold	504	–	–	0.01%	408
2018 Q3	$28K	Hold	504	–	–	0.01%	322
2018 Q2	$28K	Hold	504	–	–	0.01%	322
2018 Q1	$26K	Hold	504	–	–	0.01%	321
2017 Q4	$26K	Buy	+504	New	+$26.2K	0.01%	327

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

Legacy Financial Advisors's AER Position: Q2 2026 in Review

Legacy Financial Advisors increased its AerCap (AER) stake by 4.5% in Q2 2026, buying an estimated $34.8K and bringing the position to 5,649 shares worth $824K. The position accounts for 0.1% of the portfolio, ranked #159.

Legacy Financial Advisors first reported a position in AER in Q4 2017 and has held it in 9 quarters since. 694 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Legacy Financial Advisors held 5,649 shares of AerCap worth $824K as of Q2 2026.
Legacy Financial Advisors bought 245 AerCap shares in Q2 2026, an estimated $34.8K.
AerCap made up 0.1% of Legacy Financial Advisors's portfolio in Q2 2026, its #159 holding.
Legacy Financial Advisors first reported a position in AerCap in Q4 2017 and has held it in 9 quarters since.
694 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.