Abacus Wealth Partners
AEG icon

Abacus Wealth Partners’s Aegon AEG Stock Holding History

Abacus Wealth Partners’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 		$766K Buy
88,790
+2,720
+3% +$24.7K 0.09% 86
2026
Q2 		$726K Sell
86,070
-24,184
-22% -$199K 0.08% 101
2026
Q1 		$800K Buy
110,254
+869
+0.8% +$6.48K 0.07% 130
2025
Q4 		$843K Buy
+109,385
New +$836K 0.08% 122

Other funds holding AEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Abacus Wealth Partners's AEG Position: Q3 2026 in Review

Abacus Wealth Partners increased its Aegon (AEG) stake by 3.2% in Q3 2026, buying an estimated $24.7K and bringing the position to 88,790 shares worth $766K. The position accounts for 0.09% of the portfolio, ranked #86.

Abacus Wealth Partners first reported a position in AEG in Q4 2025 and has held it in 4 quarters since. The position peaked at $843K in Q4 2025. 151 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Abacus Wealth Partners held 88,790 shares of Aegon worth $766K as of Q3 2026.
  • Abacus Wealth Partners bought 2,720 Aegon shares in Q3 2026, an estimated $24.7K.
  • Aegon made up 0.09% of Abacus Wealth Partners's portfolio in Q3 2026, its #86 holding.
  • Abacus Wealth Partners first reported a position in Aegon in Q4 2025 and has held it in 4 quarters since.
  • Abacus Wealth Partners's Aegon position peaked at $843K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Abacus Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.