Manning & Napier Group's AOR Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 17,733 shares of iShares Core 60/40 Balanced Allocation ETF (AOR) worth $1.23 M, representing 0.02% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 4 quarters.
Based on 13F filings, Manning & Napier Group has maintained this position in AOR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 13,950 shares. 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 |
|---|---|---|---|---|
| Q2 2026 | +13,950 | Add 368.75% | 17,733 | $69.31 |
| Q1 2026 | -2,731 | Reduce 41.93% | 3,783 | $63.12 |
| 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 4 quarters since Q3 2025.
Manning & Napier Group's largest addition to iShares Core 60/40 Balanced Allocation ETF (AOR) was in Q2 2026, adding 17,733 shares worth $1.23 M.
According to the latest 13F filing for Q2 2026, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 17,733 shares of iShares Core 60/40 Balanced Allocation ETF (AOR), valued at approximately $1.23 M.
As of the Q2 2026 filing, iShares Core 60/40 Balanced Allocation ETF (AOR) represents approximately 0.02% 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 17,733 shares, as reported at the end of Q2 2026.