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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
Q2 		$884K Buy
2,665
+1,141
+75% +$368K 0.07% 82
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SYM Financial Corp's AON Position: Q2 2026 in Review

SYM Financial Corp increased its Aon (AON) stake by 75% in Q2 2026, buying an estimated $368K and bringing the position to 2,665 shares worth $884K. The position accounts for 0.07% of the portfolio, ranked #82.

SYM Financial Corp first reported a position in AON in Q2 2022 and has held it in 17 quarters since. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • SYM Financial Corp held 2,665 shares of Aon worth $884K as of Q2 2026.
  • SYM Financial Corp bought 1,141 Aon shares in Q2 2026, an estimated $368K.
  • Aon made up 0.07% of SYM Financial Corp's portfolio in Q2 2026, its #82 holding.
  • SYM Financial Corp first reported a position in Aon in Q2 2022 and has held it in 17 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.