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Arlington Trust’s Aegon AEG Stock Holding History

Arlington Trust’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
Q2 		$3.36K Hold
398
– – ﹤0.01% 604
2026
Q1 		$2.89K Buy
+398
New +$2.97K ﹤0.01% 610
2024
Q1 		– Sell
-400
Closed -$2.3K – 499
2023
Q4 		$2.3K Buy
+400
New +$2.08K ﹤0.01% 604

Other funds holding AEG

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Arlington Trust's AEG Position: Q2 2026 in Review

Arlington Trust held its Aegon (AEG) position steady in Q2 2026 at 398 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Arlington Trust first reported a position in AEG in Q4 2023 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Arlington Trust held 398 shares of Aegon worth $3.36K as of Q2 2026.
  • Arlington Trust left its Aegon share count unchanged in Q2 2026.
  • Aegon made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #604 holding.
  • Arlington Trust first reported a position in Aegon in Q4 2023 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.