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Mechanics Bank - Trust Department’s Aaon AAON Stock Holding History

Mechanics Bank - Trust Department’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
2025
Q1 		– Sell
-2,764
Closed -$325K – 218
2024
Q4 		$325K Sell
2,764
-780
-22% -$95.6K 0.04% 180
2024
Q3 		$382K Sell
3,544
-3
-0.1% -$274 0.05% 169
2024
Q2 		$309K Buy
+3,547
New +$289K 0.04% 176

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Mechanics Bank - Trust Department's AAON Position: Q1 2025 in Review

Mechanics Bank - Trust Department sold out of Aaon (AAON) in Q1 2025, closing a stake of 2,764 shares — an estimated $325K sold.

Mechanics Bank - Trust Department first reported a position in AAON in Q2 2024 and held it in 3 quarters. The position peaked at $382K in Q3 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Mechanics Bank - Trust Department reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 2,764 Aaon shares in Q1 2025, an estimated $325K.
  • Mechanics Bank - Trust Department first reported a position in Aaon in Q2 2024 and held it in 3 quarters.
  • Mechanics Bank - Trust Department's Aaon position peaked at $382K in Q3 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q1 2025, filed 9 Apr 2025.