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Aaon shares owned by Source Financial Advisors

Quarter-by-quarter ownership of Aaon (AAON) shares owned by Source Financial Advisors from 13F filings

Historical chart of Source Financial Advisors investment in Aaon

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All positions including Aaon held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aaon by Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $631k 8.5k 73.87
2023-09-30 $486k 8.5k 56.87
2023-06-30 $540k 5.7k 94.81
2023-03-31 $710k 7.3k 96.69
2022-12-31 $553k 7.3k 75.32

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Confluent Class A Com (CFLT)
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Snap Cl A (SNAP)
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View all positions for Source Financial Advisors

Top funds holding Aaon

Vanguard Group
Conestoga Capital Advisors
Geneva Capital Management
Dimensional Fund Advisors
Jpmorgan Chase & Co
Daniel D. Thurber
Charles Schwab Investment Management
Bank Of Oklahoma National Association /
Goldman Sachs Group
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Westfield Capital Management Company
Rockefeller Capital Management
Vaughan Nelson Investment Management

View all funds holding Aaon