CGH
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Crossmark Global Holdings’s Aegon AEG Stock Holding History

Crossmark Global 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 		$1.38M Sell
163,405
-97
-0.1% -$799 0.02% 551
2026
Q1 		$1.19M Buy
163,502
+6,548
+4% +$48.8K 0.02% 565
2025
Q4 		$1.21M Sell
156,954
-12,165
-7% -$93K 0.02% 550
2025
Q3 		$1.35M Buy
169,119
+1,731
+1% +$12.9K 0.02% 550
2025
Q2 		$1.21M Buy
167,388
+41,278
+33% +$276K 0.02% 552
2025
Q1 		$831K Buy
126,110
+69
+0.1% +$441 0.01% 669
2024
Q4 		$742K Buy
126,041
+2,094
+2% +$13.1K 0.01% 677
2024
Q3 		$792K Buy
123,947
+1,870
+2% +$11.6K 0.01% 678
2024
Q2 		$749K Buy
122,077
+1,186
+1% +$7.49K 0.01% 681
2024
Q1 		$732K Buy
120,891
+86
+0.1% +$501 0.01% 722
2023
Q4 		$695K Buy
120,805
+282
+0.2% +$1.47K 0.01% 717
2023
Q3 		$587K Buy
120,523
+1,066
+0.9% +$5.49K 0.01% 747
2023
Q2 		$644K Sell
119,457
-2,294
-2% -$10.5K 0.01% 731
2023
Q1 		$523K Buy
121,751
+166
+0.1% +$840 0.01% 800
2022
Q4 		$613K Sell
121,585
-5,912
-5% -$27.4K 0.02% 712
2022
Q3 		$505K Sell
127,497
-1,449
-1% -$6.31K 0.01% 771
2022
Q2 		$552K Buy
128,946
+78
+0.1% +$387 0.01% 777
2022
Q1 		$652K Buy
128,868
+389
+0.3% +$1.97K 0.01% 795
2021
Q4 		$607K Buy
128,479
+898
+0.7% +$4.2K 0.01% 813
2021
Q3 		$621K Buy
127,581
+555
+0.4% +$2.4K 0.01% 811
2021
Q2 		$492K Sell
127,026
-7,689
-6% -$32.7K 0.01% 937
2021
Q1 		$588K Sell
134,715
-4,046
-3% -$16.9K 0.01% 817
2020
Q4 		$506K Buy
138,761
+3,088
+2% +$9.44K 0.01% 840
2020
Q3 		$320K Sell
135,673
-5,411
-4% -$14.4K 0.01% 984
2020
Q2 		$383K Sell
141,084
-252
-0.2% -$619 0.01% 873
2020
Q1 		$325K Buy
141,336
+4,767
+3% +$15.9K 0.01% 806
2019
Q4 		$571K Sell
136,569
-4,192
-3% -$17.1K 0.02% 743
2019
Q3 		$536K Sell
140,761
-2,046,036
-94% -$8.15M 0.02% 757
2019
Q2 		$9.6M Sell
2,186,797
-41,275
-2% -$176K 0.27% 92
2019
Q1 		$9.14M Buy
2,228,072
+11,401
+0.5% +$49.8K 0.26% 98
2018
Q4 		$8.83M Sell
2,216,671
-14,157
-0.6% -$69.1K 0.27% 89
2018
Q3 		$12.3M Buy
2,230,828
+95,102
+4% +$494K 0.31% 68
2018
Q2 		$10.5M Buy
2,135,726
+28,017
+1% +$154K 0.28% 81
2018
Q1 		$11.6M Buy
2,107,709
+1,895,350
+893% +$10.4M 0.3% 71
2017
Q4 		$1.09M Buy
212,359
+2,135
+1% +$10.4K 0.03% 615
2017
Q3 		$990K Buy
+210,224
New +$953K 0.03% 613
2016
Q3 		$990K Buy
+222,237
New +$663K 0.03% 613

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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Crossmark Global Holdings's AEG Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Aegon (AEG) stake by 0.06% in Q2 2026, selling an estimated $799 and leaving 163,405 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #551.

Crossmark Global Holdings first reported a position in AEG in Q3 2016 and has held it in 37 quarters since. The position peaked at $12.3M in Q3 2018. 91 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Crossmark Global Holdings held 163,405 shares of Aegon worth $1.38M as of Q2 2026.
  • Crossmark Global Holdings sold 97 Aegon shares in Q2 2026, an estimated $799.
  • Aegon made up 0.02% of Crossmark Global Holdings's portfolio in Q2 2026, its #551 holding.
  • Crossmark Global Holdings first reported a position in Aegon in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Aegon position peaked at $12.3M in Q3 2018.
  • 91 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.