Cedar Mountain Advisors
AEG icon

Cedar Mountain Advisors’s Aegon AEG Stock Holding History

Cedar Mountain 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 		$17 Hold
2
– – ﹤0.01% 1155
2026
Q2 		$17 Hold
2
– – ﹤0.01% 1168
2026
Q1 		$15 Hold
2
– – ﹤0.01% 1145
2025
Q4 		$15 Hold
2
– – ﹤0.01% 743
2025
Q3 		$16 Hold
2
– – ﹤0.01% 684
2025
Q2 		$14 Hold
2
– – ﹤0.01% 355
2025
Q1 		$13 Hold
2
– – ﹤0.01% 340
2024
Q4 		$12 Hold
2
– – ﹤0.01% 364
2024
Q3 		$13 Hold
2
– – ﹤0.01% 329
2024
Q2 		$12 Hold
2
– – ﹤0.01% 334
2024
Q1 		$12 Hold
2
– – ﹤0.01% 343
2023
Q4 		$12 Buy
+2
New +$10 ﹤0.01% 319
2023
Q3 		– Sell
-2
Closed -$10 – 314
2023
Q2 		$10 Hold
2
– – ﹤0.01% 299
2023
Q1 		$9 Hold
2
– – ﹤0.01% 296
2022
Q4 		$10 Hold
2
– – ﹤0.01% 306
2022
Q3 		$0 Hold
2
– – ﹤0.01% 295
2022
Q2 		$0 Hold
2
– – ﹤0.01% 297
2022
Q1 		$0 Hold
2
– – ﹤0.01% 306
2021
Q4 		$0 Hold
2
– – ﹤0.01% 305
2021
Q3 		$0 Hold
2
– – ﹤0.01% 294
2021
Q2 		$0 Hold
2
– – ﹤0.01% 267
2021
Q1 		$0 Hold
2
– – ﹤0.01% 269
2020
Q4 		$0 Hold
2
– – ﹤0.01% 263
2020
Q3 		$0 Hold
2
– – ﹤0.01% 248
2020
Q2 		$0 Hold
2
– – ﹤0.01% 245
2020
Q1 		$0 Hold
2
– – ﹤0.01% 236
2019
Q4 		$0 Buy
+2
New +$8 ﹤0.01% 243

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

Cedar Mountain Advisors's AEG Position: Q3 2026 in Review

Cedar Mountain Advisors held its Aegon (AEG) position steady in Q3 2026 at 2 shares worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Cedar Mountain Advisors first reported a position in AEG in Q4 2019 and has held it in 27 quarters since. 190 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Cedar Mountain Advisors held 2 shares of Aegon worth $17 as of Q3 2026.
  • Cedar Mountain Advisors left its Aegon share count unchanged in Q3 2026.
  • Aegon made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1155 holding.
  • Cedar Mountain Advisors first reported a position in Aegon in Q4 2019 and has held it in 27 quarters since.
  • 190 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.