Position in AAON
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$258,667
+$36,000 QoQ
Shares Held
2,039
-14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#346
of 470 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026STEPHENS INC /AR/ holds $12,765,685 across 6 Building Products & Equipment names. AAON ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
79,500 | $5,831,325 | |
| 2 | JCI |
Johnson Controls International plc
|
33,219 | $4,853,628 | |
| 3 | TT |
Trane Technologies plc
|
2,166 | $1,063,852 | |
| 4 | CSL |
Carlisle Companies Inc
|
1,177 | $426,956 | |
| 5 | MAS |
Masco Corp /De/
|
4,071 | $331,257 | |
| 6 | AAON |
Aaon, Inc.
This page
|
2,039 | $258,667 |
All Filings in AAON
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,667 | 2,039 | Shares | Defined | 2026-07-29 | |
| 2025-09-30 | $222,667 | 2,383 | Shares | Defined | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||