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Cromwell Holdings’s Aegon AEG Stock Holding History

Cromwell Holdings’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 		$84.1K Hold
9,692
– – 0.04% 392
2026
Q1 		$70.4K Hold
9,692
– – 0.04% 405
2025
Q4 		$74.7K Hold
9,692
– – 0.04% 380
2025
Q3 		$77.4K Hold
9,692
– – 0.04% 380
2025
Q2 		$72.3K Hold
9,692
– – 0.04% 379
2025
Q1 		$63.9K Hold
9,692
– – 0.04% 393
2024
Q4 		$57.1K Hold
9,692
– – 0.03% 422
2024
Q3 		$61.9K Hold
9,692
– – 0.04% 396
2024
Q2 		$61.1K Buy
+9,692
New +$61.2K 0.04% 388

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
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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 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

Cromwell Holdings's AEG Position: Q2 2026 in Review

Cromwell Holdings held its Aegon (AEG) position steady in Q2 2026 at 9,692 shares worth $84.1K. The position accounts for 0.04% of the portfolio, ranked #392.

Cromwell Holdings first reported a position in AEG in Q2 2024 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Cromwell Holdings held 9,692 shares of Aegon worth $84.1K as of Q2 2026.
  • Cromwell Holdings left its Aegon share count unchanged in Q2 2026.
  • Aegon made up 0.04% of Cromwell Holdings's portfolio in Q2 2026, its #392 holding.
  • Cromwell Holdings first reported a position in Aegon in Q2 2024 and has held it in 9 quarters since.
  • 44 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.