PERSONAL CFO SOLUTIONS, LLC

Position in AAON — Aaon, Inc.

CIK 1677501 CHESTER, NJ

Position in AAON

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$400,877

+$131,361 QoQ

Shares Held

3,160

-3.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#308

of 470 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Industrials · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,199,522 across 4 Building Products & Equipment names. AAON ranks #4 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp	24,912	$1,827,295
2	TT	Trane Technologies plc	1,065	$523,085
3	JCI	Johnson Controls International plc	3,068	$448,265
4	AAON	Aaon, Inc. This page	3,160	$400,877

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,877	3,160	-3.0%	Shares	Sole	2026-08-07
2026-03-31	$269,516	3,257	-8.9%	Shares	Sole	2026-04-30
2025-12-31	$272,746	3,577	+8.6%	Shares	Defined	2026-01-22
2025-09-30	$307,884	3,295	—	Shares	Defined	2025-11-10
No filing history on record for this holder in this stock.