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Baron Wealth Management’s Aegon AEG Stock Holding History

Baron Wealth Management’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 		$191K Buy
22,678
+11,442
+102% +$94.3K 0.05% 291
2026
Q1 		$81.6K Buy
+11,236
New +$83.7K 0.02% 277

Other funds holding AEG

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OFP
OLIO Financial Planning Mclean, Virginia $403M AUM 20.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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

Baron Wealth Management's AEG Position: Q2 2026 in Review

Baron Wealth Management increased its Aegon (AEG) stake by 102% in Q2 2026, buying an estimated $94.3K and bringing the position to 22,678 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #291.

Baron Wealth Management first reported a position in AEG in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Baron Wealth Management held 22,678 shares of Aegon worth $191K as of Q2 2026.
  • Baron Wealth Management bought 11,442 Aegon shares in Q2 2026, an estimated $94.3K.
  • Aegon made up 0.05% of Baron Wealth Management's portfolio in Q2 2026, its #291 holding.
  • Baron Wealth Management first reported a position in Aegon in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.