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SBI Okasan Asset Management’s Aaon AAON Stock Holding History

SBI Okasan Asset Management’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
2026
Q2 		$503K Buy
4,000
+2,000
+100% +$234K 0.02% 213
2026
Q1 		$156K Hold
2,000
– – 0.01% 265
2025
Q4 		$151K Buy
+2,000
New +$185K 0.01% 261

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SBI Okasan Asset Management's AAON Position: Q2 2026 in Review

SBI Okasan Asset Management increased its Aaon (AAON) stake by 100% in Q2 2026, buying an estimated $234K and bringing the position to 4,000 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #213.

SBI Okasan Asset Management first reported a position in AAON in Q4 2025 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • SBI Okasan Asset Management held 4,000 shares of Aaon worth $503K as of Q2 2026.
  • SBI Okasan Asset Management bought 2,000 Aaon shares in Q2 2026, an estimated $234K.
  • Aaon made up 0.02% of SBI Okasan Asset Management's portfolio in Q2 2026, its #213 holding.
  • SBI Okasan Asset Management first reported a position in Aaon in Q4 2025 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.