TFC Financial Management’s Aon AON Stock Holding History

TFC Financial Management’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	$3.32K	Buy	10 +2	+25%	+$645	﹤0.01%	519
2026 Q1	$2.59K	Hold	8	–	–	﹤0.01%	516
2025 Q4	$2.83K	Hold	8	–	–	﹤0.01%	499
2025 Q3	$2.86K	Hold	8	–	–	﹤0.01%	514
2025 Q2	$2.86K	Hold	8	–	–	﹤0.01%	470
2025 Q1	$3.2K	Hold	8	–	–	﹤0.01%	444
2024 Q4	$2.88K	Hold	8	–	–	﹤0.01%	469
2024 Q3	$2.77K	Hold	8	–	–	﹤0.01%	472
2024 Q2	$2.35K	Hold	8	–	–	﹤0.01%	465
2024 Q1	$2.67K	Sell	8 -3	-27%	-$930	﹤0.01%	440
2023 Q4	$3.21K	Hold	11	–	–	﹤0.01%	414
2023 Q3	$3.57K	Sell	11 -1	-8%	-$331	﹤0.01%	415
2023 Q2	$4.15K	Sell	12 -188	-94%	-$61.1K	﹤0.01%	385
2023 Q1	$63.1K	Buy	200 +94	+89%	+$29.1K	0.02%	208
2022 Q4	$31.8K	Hold	106	–	–	0.01%	229
2022 Q3	$28K	Hold	106	–	–	0.01%	231
2022 Q2	$29K	Hold	106	–	–	0.01%	229
2022 Q1	$35K	Hold	106	–	–	0.01%	222
2021 Q4	$32K	Hold	106	–	–	0.01%	235
2021 Q3	$30K	Hold	106	–	–	0.01%	234
2021 Q2	$25K	Hold	106	–	–	0.01%	247
2021 Q1	$24K	Hold	106	–	–	0.01%	234
2020 Q4	$22K	Hold	106	–	–	0.01%	242
2020 Q3	$22K	Buy	+106	New	+$21.2K	0.01%	228

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFC Financial Management's AON Position: Q2 2026 in Review

TFC Financial Management increased its Aon (AON) stake by 25% in Q2 2026, buying an estimated $645 and bringing the position to 10 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

TFC Financial Management first reported a position in AON in Q3 2020 and has held it in 24 quarters since. The position peaked at $63.1K in Q1 2023. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

TFC Financial Management held 10 shares of Aon worth $3.32K as of Q2 2026.
TFC Financial Management bought 2 Aon shares in Q2 2026, an estimated $645.
Aon made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #519 holding.
TFC Financial Management first reported a position in Aon in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Aon position peaked at $63.1K in Q1 2023.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.