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Legacy Financial Independent Advisors’s AerCap AER Stock Holding History

Legacy Financial Independent 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 		$590K Buy
4,050
+190
+5% +$27K 0.28% 68
2026
Q1 		$530K Buy
+3,860
New +$552K 0.28% 64

Other funds holding AER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
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
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 Independent Advisors's AER Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its AerCap (AER) stake by 4.9% in Q2 2026, buying an estimated $27K and bringing the position to 4,050 shares worth $590K. The position accounts for 0.28% of the portfolio, ranked #68.

Legacy Financial Independent Advisors first reported a position in AER in Q1 2026 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • Legacy Financial Independent Advisors held 4,050 shares of AerCap worth $590K as of Q2 2026.
  • Legacy Financial Independent Advisors bought 190 AerCap shares in Q2 2026, an estimated $27K.
  • AerCap made up 0.28% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #68 holding.
  • Legacy Financial Independent Advisors first reported a position in AerCap in Q1 2026 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.