SYM Financial Corp
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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
Q3 		$523K Sell
1,890
-775
-29% -$262K 0.04% 158
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% -$8.58K 0.06% 79
2024
Q1 		$427K Buy
1,280
+32
+3% +$9.9K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

SYM Financial Corp's AON Position: Q3 2026 in Review

SYM Financial Corp reduced its Aon (AON) stake by 29% in Q3 2026, selling an estimated $262K and leaving 1,890 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #158.

SYM Financial Corp first reported a position in AON in Q2 2022 and has held it in 18 quarters since. The position peaked at $884K in Q2 2026. 578 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • SYM Financial Corp held 1,890 shares of Aon worth $523K as of Q3 2026.
  • SYM Financial Corp sold 775 Aon shares in Q3 2026, an estimated $262K.
  • Aon made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #158 holding.
  • SYM Financial Corp first reported a position in Aon in Q2 2022 and has held it in 18 quarters since.
  • SYM Financial Corp's Aon position peaked at $884K in Q2 2026.
  • 578 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.