EWP
AEG icon

Elevation Wealth Partners’s Aegon AEG Stock Holding History

Elevation Wealth Partners’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 		$8.85K Hold
1,025
– – ﹤0.01% 935
2026
Q2 		$8.65K Buy
+1,025
New +$8.45K ﹤0.01% 850

Other funds holding AEG

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's AEG Position: Q3 2026 in Review

Elevation Wealth Partners held its Aegon (AEG) position steady in Q3 2026 at 1,025 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Elevation Wealth Partners first reported a position in AEG in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Elevation Wealth Partners held 1,025 shares of Aegon worth $8.85K as of Q3 2026.
  • Elevation Wealth Partners left its Aegon share count unchanged in Q3 2026.
  • Aegon made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #935 holding.
  • Elevation Wealth Partners first reported a position in Aegon in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.