Position in AAON
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$264,503
New position
Shares Held
2,085
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#343
of 470 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Legacy Trust holds $685,605 across 2 Building Products & Equipment names. AAON ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
5,741 | $421,102 | |
| 2 | AAON |
Aaon, Inc.
This page
|
2,085 | $264,503 |
All Filings in AAON
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,503 | 2,085 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||