Ascent Group, LLC

Position in AAON — Aaon, Inc.

CIK 1913231 VIRGINIA BEACH, VA

Position in AAON

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$8,319,097

+$3,227,904 QoQ

Shares Held

65,577

+6.6% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#107

of 470 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Ascent Group, LLC holds $18,671,509 across 5 Building Products & Equipment names. AAON ranks #1 (44.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAON	Aaon, Inc. This page	65,577	$8,319,097
2	TT	Trane Technologies plc	11,587	$5,691,068
3	BLDR	Builders FirstSource, Inc.	34,128	$3,053,770
4	JCI	Johnson Controls International plc	7,266	$1,061,633
5	CARR	CARRIER GLOBAL Corp	7,443	$545,941

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,319,097	65,577	+6.6%	Shares	Other	2026-08-03
2026-03-31	$5,091,193	61,525	+4.0%	Shares	Other	2026-05-15
2025-12-31	$4,509,271	59,138	+6.3%	Shares	Other	2026-01-20
2025-09-30	$5,197,972	55,629	+3.5%	Shares	Sole	2025-10-20
2025-06-30	$3,963,913	53,748	+10.5%	Shares	Other	2025-07-21
2025-03-31	$3,799,383	48,629	—	Shares	Other	2025-05-16
No filing history on record for this holder in this stock.