Diversify Advisory Services
AEG icon

Diversify Advisory Services’s Aegon AEG Stock Holding History

Diversify Advisory Services’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 		– Sell
-27,006
Closed -$247K – 1313
2026
Q2 		$247K Buy
+27,006
New +$223K ﹤0.01% 1120
2026
Q1 		– Sell
-54,647
Closed -$418K – 220
2025
Q4 		$418K Buy
54,647
+4,462
+9% +$34.1K 0.01% 662
2025
Q3 		$380K Buy
50,185
+5,166
+11% +$38.6K 0.01% 649
2025
Q2 		$335K Buy
45,019
+10,535
+31% +$70.4K 0.01% 650
2025
Q1 		$225K Buy
34,484
+8,035
+30% +$51.4K 0.01% 587
2024
Q4 		$157K Buy
26,449
+379
+1% +$2.38K 0.01% 600
2024
Q3 		$169K Buy
+26,070
New +$161K 0.01% 612

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
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
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
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Diversify Advisory Services's AEG Position: Q3 2026 in Review

Diversify Advisory Services sold out of Aegon (AEG) in Q3 2026, closing a stake of 27,006 shares — an estimated $247K sold.

Diversify Advisory Services first reported a position in AEG in Q3 2024 and held it in 7 quarters. The position peaked at $418K in Q4 2025. 46 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Diversify Advisory Services reported no remaining Aegon position as of Q3 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 27,006 Aegon shares in Q3 2026, an estimated $247K.
  • Diversify Advisory Services first reported a position in Aegon in Q3 2024 and held it in 7 quarters.
  • Diversify Advisory Services's Aegon position peaked at $418K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.