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Canopy Partners’s Aegon AEG Stock Holding History

Canopy 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
Q2 		$92.2K Hold
10,924
– – 0.03% 249
2026
Q1 		$79.3K Buy
10,924
+758
+7% +$5.65K 0.03% 238
2025
Q4 		$78.4K Hold
10,166
– – 0.03% 245
2025
Q3 		$81.2K Hold
10,166
– – 0.03% 230
2025
Q2 		$73.6K Sell
10,166
-268
-3% -$1.79K 0.03% 222
2025
Q1 		$68.8K Hold
10,434
– – 0.03% 211
2024
Q4 		$61.5K Hold
10,434
– – 0.02% 207
2024
Q3 		$66.7K Hold
10,434
– – 0.03% 205
2024
Q2 		$64K Hold
10,434
– – 0.03% 191
2024
Q1 		$63.1K Buy
+10,434
New +$60.7K 0.03% 193

Other funds holding AEG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
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
TH
Transmarket Holdings Chicago, Illinois $136M AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Canopy Partners's AEG Position: Q2 2026 in Review

Canopy Partners held its Aegon (AEG) position steady in Q2 2026 at 10,924 shares worth $92.2K. The position accounts for 0.03% of the portfolio, ranked #249.

Canopy Partners first reported a position in AEG in Q1 2024 and has held it in 10 quarters since. 66 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Canopy Partners held 10,924 shares of Aegon worth $92.2K as of Q2 2026.
  • Canopy Partners left its Aegon share count unchanged in Q2 2026.
  • Aegon made up 0.03% of Canopy Partners's portfolio in Q2 2026, its #249 holding.
  • Canopy Partners first reported a position in Aegon in Q1 2024 and has held it in 10 quarters since.
  • 66 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.