West Coast Financial LLC AAON — AAON INC

Ownership history in West Coast Financial LLC  ·  5 quarters on record

AI Ownership Summary

West Coast Financial LLC reported AAON INC (AAON) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 1.05% in 2024 Q4. The latest visible filing shows AAON at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Coast Financial LLC's position in AAON INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

AAON was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAON stock page West Coast Financial LLC fund profile West Coast Financial LLC full holdings
How West Coast Financial LLC held AAON — position size vs. price
% of Fund (quarterly)    AAON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED — — — 51,057 — 0% 0.46% $4.0M 2025-08-14 (Est.) $82.82
2025 Q1 REDUCED 36.7% -5.5% ✅ 51,057 -29,625 -36.7% 0.46% $4.0M 2025-04-11 $83.77
2024 Q4 ADDED — — — 80,682 +190 +0.2% 1.05% $9.5M 2025-01-15 $129.20
2024 Q3 ADDED — — — 80,492 +1,075 +1.4% 0.95% $8.7M 2024-10-09 $108.78
2024 Q2 INITIATED — — — 79,417 — — 0.82% $6.9M 2024-07-22 $88.40

🏢 Other funds also holding AAON

As of 2026 Q1 — sorted by position size

Spyglass Capital Management LLC 3Y 7Y 5.35% Pembroke Management, LTD 3Y 7Y 5.15% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 3.03% DECADE RENEWABLE PARTNERS LP 3Y 2.57% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 2.34% Conestoga Capital Advisors, LLC 3Y 7Y 2.1% Aperture Investors, LLC 3Y 1.91% Allied Investment Advisors, LLC 3Y 7Y 1.9% Champlain Investment Partners, LLC 3Y 7Y 1.68% Ranger Investment Management, L.P. 3Y 7Y 1.54%

FAQ About West Coast Financial LLC and AAON

These are the practical questions this page is built to answer before you even open the full history table.

How long has West Coast Financial LLC reported owning AAON?

West Coast Financial LLC reported AAON across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported AAON position in West Coast Financial LLC's portfolio?

The largest reported portfolio weight for AAON was 1.05% in 2024 Q4.

What is the latest reported AAON position on this page?

The most recent filing on this page is 2025 Q2, when West Coast Financial LLC reported 51,057 shares, equal to 0.46% of portfolio, with an estimated market value of $4.0M.

What does the chart on this AAON ownership page compare?

The chart compares West Coast Financial LLC's quarterly AAON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did West Coast Financial LLC time their AAON position?

Based on 13F filing dates vs. subsequent AAON price moves, West Coast Financial LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on AAON relative to SPY over the holding period was -19.3%.

← Back to West Coast Financial LLC Holdings