CoreCap Advisors
AEG icon

CoreCap Advisors’s Aegon AEG Stock Holding History

CoreCap 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 		$155 Hold
18
– – ﹤0.01% 2995
2026
Q2 		$152 Hold
18
– – ﹤0.01% 3037
2026
Q1 		$131 Hold
18
– – ﹤0.01% 2809
2025
Q4 		$139 Hold
18
– – ﹤0.01% 2849
2025
Q3 		$144 Hold
18
– – ﹤0.01% 2701
2025
Q2 		$130 Buy
+18
New +$120 ﹤0.01% 2664

Other funds holding AEG

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
OLIO Financial Planning
OLIO Financial Planning Mclean, Virginia $402M AUM 12.76% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Jackson Square Capital
Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

CoreCap Advisors's AEG Position: Q3 2026 in Review

CoreCap Advisors held its Aegon (AEG) position steady in Q3 2026 at 18 shares worth $155. The position accounts for ﹤0.01% of the portfolio, ranked #2995.

CoreCap Advisors first reported a position in AEG in Q2 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • CoreCap Advisors held 18 shares of Aegon worth $155 as of Q3 2026.
  • CoreCap Advisors left its Aegon share count unchanged in Q3 2026.
  • Aegon made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2995 holding.
  • CoreCap Advisors first reported a position in Aegon in Q2 2025 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.