SFC
AON icon

SYM Financial Corp’s Aon AON Stock Holding History

SYM Financial Corp’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$492K Sell
1,524
-106
-7% -$35.2K 0.05% 134
2025
Q4 		$575K Buy
1,630
+347
+27% +$121K 0.06% 111
2025
Q3 		$457K Buy
1,283
+61
+5% +$22.1K 0.05% 127
2025
Q2 		$436K Buy
1,222
+20
+2% +$7.25K 0.05% 144
2025
Q1 		$480K Buy
1,202
+8
+0.7% +$3.07K 0.06% 111
2024
Q4 		$429K Sell
1,194
-62
-5% -$22.8K 0.06% 114
2024
Q3 		$435K Buy
1,256
+5
+0.4% +$1.64K 0.06% 81
2024
Q2 		$367K Sell
1,251
-29
-2% -$8.57K 0.06% 79
2024
Q1 		$427K Buy
1,280
+32
+3% +$9.92K 0.07% 48
2023
Q4 		$363K Hold
1,248
– – 0.06% 63
2023
Q3 		$405K Buy
1,248
+248
+25% +$82.1K 0.07% 51
2023
Q2 		$345K Hold
1,000
– – 0.07% 42
2023
Q1 		$315K Hold
1,000
– – 0.07% 42
2022
Q4 		$300K Hold
1,000
– – 0.07% 48
2022
Q3 		$268K Sell
1,000
-2
-0.2% -$565 0.13% 47
2022
Q2 		$270K Buy
+1,002
New +$288K 0.13% 43

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SYM Financial Corp's AON Position: Q1 2026 in Review

SYM Financial Corp reduced its Aon (AON) stake by 6.5% in Q1 2026, selling an estimated $35.2K and leaving 1,524 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #134.

SYM Financial Corp first reported a position in AON in Q2 2022 and has held it in 16 quarters since. The position peaked at $575K in Q4 2025. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • SYM Financial Corp held 1,524 shares of Aon worth $492K as of Q1 2026.
  • SYM Financial Corp sold 106 Aon shares in Q1 2026, an estimated $35.2K.
  • Aon made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #134 holding.
  • SYM Financial Corp first reported a position in Aon in Q2 2022 and has held it in 16 quarters since.
  • SYM Financial Corp's Aon position peaked at $575K in Q4 2025.
  • 1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.