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 Q2	$508K	Sell	3,488 -12	-0.3%	-$1.7K	0.18%	136
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	0.14%	124
2024 Q4	$354K	Buy	+3,698	New	+$355K	0.27%	115

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

Optimize Financial's AER Position: Q2 2026 in Review

Optimize Financial reduced its AerCap (AER) stake by 0.34% in Q2 2026, selling an estimated $1.7K and leaving 3,488 shares worth $508K. The position accounts for 0.18% of the portfolio, ranked #136.

Optimize Financial first reported a position in AER in Q4 2024 and has held it in 7 quarters since. The position peaked at $532K in Q4 2025. 694 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Optimize Financial held 3,488 shares of AerCap worth $508K as of Q2 2026.
Optimize Financial sold 12 AerCap shares in Q2 2026, an estimated $1.7K.
AerCap made up 0.18% of Optimize Financial's portfolio in Q2 2026, its #136 holding.
Optimize Financial first reported a position in AerCap in Q4 2024 and has held it in 7 quarters since.
Optimize Financial's AerCap position peaked at $532K in Q4 2025.
694 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.