Truist Financial
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Truist Financial’s Aaon AAON Stock Holding History

Truist Financial’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 		– Sell
-4,328
Closed -$358K – 2915
2026
Q1 		$358K Sell
4,328
-515
-11% -$46.8K ﹤0.01% 2286
2025
Q4 		$369K Sell
4,843
-589
-11% -$54.4K ﹤0.01% 2210
2025
Q3 		$508K Buy
+5,432
New +$445K ﹤0.01% 2029
2020
Q3 		– Sell
-5,567
Closed -$201K – 2432
2020
Q2 		$201K Sell
5,567
-1,119
-17% -$37.6K ﹤0.01% 2187
2020
Q1 		$215K Sell
6,686
-873
-12% -$30.4K ﹤0.01% 2086
2019
Q4 		$249K Sell
7,559
-949
-11% -$30.7K ﹤0.01% 2256
2019
Q3 		$261K Sell
8,508
-398
-4% -$12.8K ﹤0.01% 698
2019
Q2 		$298K Sell
8,906
-555
-6% -$17.6K 0.01% 685
2019
Q1 		$291K Sell
9,461
-453
-5% -$11.9K 0.01% 675
2018
Q4 		$232K Sell
9,914
-2,992
-23% -$71.9K ﹤0.01% 701
2018
Q3 		$325K Sell
12,906
-746
-5% -$19.1K 0.01% 666
2018
Q2 		$303K Sell
13,652
-475
-3% -$10.4K 0.01% 675
2018
Q1 		$367K Buy
14,127
+27
+0.2% +$656 0.01% 628
2017
Q4 		$345K Sell
14,100
-548
-4% -$12.9K 0.01% 654
2017
Q3 		$337K Sell
14,648
-439
-3% -$9.97K 0.01% 653
2017
Q2 		$371K Sell
15,087
-420
-3% -$10.2K 0.01% 621
2017
Q1 		$365K Sell
15,507
-1,598
-9% -$36.7K 0.01% 630
2016
Q4 		$377K Sell
17,105
-210
-1% -$4.38K 0.01% 644
2016
Q3 		$333K Buy
17,315
+390
+2% +$7.17K 0.01% 667
2016
Q2 		$310K Buy
+16,925
New +$306K 0.01% 678

Other funds holding AAON

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Truist Financial's AAON Position: Q2 2026 in Review

Truist Financial sold out of Aaon (AAON) in Q2 2026, closing a stake of 4,328 shares — an estimated $358K sold.

Truist Financial first reported a position in AAON in Q2 2016 and held it in 20 quarters. The position peaked at $508K in Q3 2025. 133 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Truist Financial reported no remaining Aaon position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 4,328 Aaon shares in Q2 2026, an estimated $358K.
  • Truist Financial first reported a position in Aaon in Q2 2016 and held it in 20 quarters.
  • Truist Financial's Aaon position peaked at $508K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.