Prospera Financial Services
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Prospera Financial Services’s A.O. Smith AOS Stock Holding History

Prospera Financial Services’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$207K Sell
3,278
-857
-21% -$51.7K ﹤0.01% 1420
2026
Q2 		$259K Buy
4,135
+55
+1% +$3.33K ﹤0.01% 1292
2026
Q1 		$269K Buy
4,080
+819
+25% +$59K ﹤0.01% 1243
2025
Q4 		$218K Buy
3,261
+126
+4% +$8.51K ﹤0.01% 1261
2025
Q3 		$230K Buy
3,135
+79
+3% +$5.64K ﹤0.01% 1244
2025
Q2 		$200K Buy
+3,056
New +$200K ﹤0.01% 1255
2022
Q3 		– Sell
-161
Closed -$9K – 868
2022
Q2 		$9K Sell
161
-1,779
-92% -$107K ﹤0.01% 1354
2022
Q1 		$124K Buy
+1,940
New +$141K 0.01% 1042
2020
Q4 		– Sell
-38
Closed -$2K – 717
2020
Q3 		$2K Buy
+38
New +$1.9K ﹤0.01% 1436

Other funds holding AOS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Prospera Financial Services's AOS Position: Q3 2026 in Review

Prospera Financial Services reduced its A.O. Smith (AOS) stake by 21% in Q3 2026, selling an estimated $51.7K and leaving 3,278 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Prospera Financial Services first reported a position in AOS in Q3 2020 and has held it in 9 quarters since. The position peaked at $269K in Q1 2026. 337 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Prospera Financial Services held 3,278 shares of A.O. Smith worth $207K as of Q3 2026.
  • Prospera Financial Services sold 857 A.O. Smith shares in Q3 2026, an estimated $51.7K.
  • A.O. Smith made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1420 holding.
  • Prospera Financial Services first reported a position in A.O. Smith in Q3 2020 and has held it in 9 quarters since.
  • Prospera Financial Services's A.O. Smith position peaked at $269K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.