Manning & Napier Group's AOR Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 6,514 shares of iShares Core 60/40 Balanced Allocation ETF (AOR) worth $425,494, representing 0.01% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Manning & Napier Group has initiated a new position in AOR, representing a fresh investment thesis on this company. Largest reduction occurred in Q4 2025, reducing 5,403 shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's iShares Core 60/40 Balanced Allocation ETF (AOR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core 60/40 Balanced Allocation ETF (AOR) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -5,403 | Reduce 45.34% | 6,514 | $65.32 |
| Q3 2025 | +11,917 | New Buy | 11,917 | $64.23 |
Manning & Napier Group's iShares Core 60/40 Balanced Allocation ETF Investment FAQs
Manning & Napier Group first purchased iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2025, acquiring 11,917 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held iShares Core 60/40 Balanced Allocation ETF (AOR) for 2 quarters since Q3 2025.
Manning & Napier Group's largest addition to iShares Core 60/40 Balanced Allocation ETF (AOR) was in Q3 2025, adding 11,917 shares worth $765,429.
According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 6,514 shares of iShares Core 60/40 Balanced Allocation ETF (AOR), valued at approximately $425,494.
As of the Q4 2025 filing, iShares Core 60/40 Balanced Allocation ETF (AOR) represents approximately 0.01% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in iShares Core 60/40 Balanced Allocation ETF (AOR) was 11,917 shares, as reported at the end of Q3 2025.