Compass Financial Management
AEG icon

Compass Financial Management’s Aegon AEG Stock Holding History

Compass Financial 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
Q3 		$3.45K Hold
400
– – ﹤0.01% 1366
2026
Q2 		$3.75K Buy
+400
New +$3.3K ﹤0.01% 1233

Other funds holding AEG

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Compass Financial Management's AEG Position: Q3 2026 in Review

Compass Financial Management held its Aegon (AEG) position steady in Q3 2026 at 400 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Compass Financial Management first reported a position in AEG in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.75K in Q2 2026. 265 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Compass Financial Management held 400 shares of Aegon worth $3.45K as of Q3 2026.
  • Compass Financial Management left its Aegon share count unchanged in Q3 2026.
  • Aegon made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1366 holding.
  • Compass Financial Management first reported a position in Aegon in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Aegon position peaked at $3.75K in Q2 2026.
  • 265 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.