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Optimize Financial’s AerCap AER Stock Holding History

Optimize Financial’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
Q1 		$480K Sell
3,500
-201
-5% -$28.7K 0.24% 109
2025
Q4 		$532K Buy
3,701
+52
+1% +$6.89K 0.27% 109
2025
Q3 		$442K Sell
3,649
-16
-0.4% -$1.87K 0.23% 164
2025
Q2 		$429K Sell
3,665
-26
-0.7% -$2.81K 0.26% 102
2025
Q1 		$377K Sell
3,691
-7
-0.2% -$693 0.27% 123
2024
Q4 		$354K Buy
+3,698
New +$355K 0.27% 115

Other funds holding AER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimize Financial's AER Position: Q1 2026 in Review

Optimize Financial reduced its AerCap (AER) stake by 5.4% in Q1 2026, selling an estimated $28.7K and leaving 3,500 shares worth $480K. The position accounts for 0.24% of the portfolio, ranked #109.

Optimize Financial first reported a position in AER in Q4 2024 and has held it in 6 quarters since. The position peaked at $532K in Q4 2025. 664 funds tracked by Wall St. Rank hold AER as of Q1 2026.

  • Optimize Financial held 3,500 shares of AerCap worth $480K as of Q1 2026.
  • Optimize Financial sold 201 AerCap shares in Q1 2026, an estimated $28.7K.
  • AerCap made up 0.24% of Optimize Financial's portfolio in Q1 2026, its #109 holding.
  • Optimize Financial first reported a position in AerCap in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's AerCap position peaked at $532K in Q4 2025.
  • 664 funds tracked by Wall St. Rank held AerCap as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.