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RATIONAL ADVISORS, INC.

Position in AOS — Smith A O Corp

CIK 1143565 San Juan, PR

Position in AOS

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$3,449
+$1,010 QoQ
Shares Held
55
+48.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#560
of 610 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in AOS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

RATIONAL ADVISORS, INC. holds $4,494,532 across 4 Specialty Industrial Machinery names. AOS ranks #4 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AOS
Smith A O Corp
This page
55 $3,449

All Filings in AOS

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,449 55
2026-03-31 $2,439 37
2025-12-31 $2,474 37
2025-09-30 $3,083 42
2025-06-30 $4,721 72
2020-12-31 $96,099 1,753
2020-09-30 $739 14