Aaron Wealth Advisors
AEG icon

Aaron Wealth Advisors’s Aegon AEG Stock Holding History

Aaron Wealth Advisors’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$803K Buy
93,095
+92
+0.1% +$837 0.04% 312
2026
Q2 		$785K Buy
93,003
+4,255
+5% +$35.1K 0.04% 305
2026
Q1 		$644K Buy
88,748
+54,869
+162% +$409K 0.04% 331
2025
Q4 		$261K Buy
33,879
+8,532
+34% +$65.2K 0.01% 597
2025
Q3 		$203K Sell
25,347
-1,665
-6% -$12.4K 0.01% 625
2025
Q2 		$196K Buy
+27,012
New +$181K 0.02% 482
2022
Q2 		– Sell
-5,429
Closed -$27.5K – 203
2022
Q1 		$27.5K Buy
+5,429
New +$27.4K 0.01% 566

Other funds holding AEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Private Wealth Asset Management
Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Aaron Wealth Advisors's AEG Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Aegon (AEG) stake by 0.1% in Q3 2026, buying an estimated $837 and bringing the position to 93,095 shares worth $803K. The position accounts for 0.04% of the portfolio, ranked #312.

Aaron Wealth Advisors first reported a position in AEG in Q1 2022 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Aaron Wealth Advisors held 93,095 shares of Aegon worth $803K as of Q3 2026.
  • Aaron Wealth Advisors bought 92 Aegon shares in Q3 2026, an estimated $837.
  • Aegon made up 0.04% of Aaron Wealth Advisors's portfolio in Q3 2026, its #312 holding.
  • Aaron Wealth Advisors first reported a position in Aegon in Q1 2022 and has held it in 7 quarters since.
  • 190 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.