Evergreen Capital Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $546K | Buy |
75,175
+7,415
| +11% | +$55.3K | 0.01% | 738 |
|
|
2025
Q4 | $522K | Sell |
67,760
-7,505
| -10% | -$57.4K | 0.01% | 720 |
|
|
2025
Q3 | $601K | Buy |
75,265
+16,505
| +28% | +$123K | 0.01% | 577 |
|
|
2025
Q2 | $435K | Sell |
58,760
-2,554
| -4% | -$17.1K | 0.01% | 626 |
|
|
2025
Q1 | $404K | Buy |
61,314
+16,338
| +36% | +$104K | 0.01% | 594 |
|
|
2024
Q4 | $265K | Sell |
44,976
-5,473
| -11% | -$34.3K | 0.01% | 808 |
|
|
2024
Q3 | $322K | Buy |
50,449
+932
| +2% | +$5.77K | 0.01% | 677 |
|
|
2024
Q2 | $312K | Buy |
49,517
+8,506
| +21% | +$53.7K | 0.01% | 650 |
|
|
2024
Q1 | $248K | Sell |
41,011
-752
| -2% | -$4.38K | 0.01% | 709 |
|
|
2023
Q4 | $241K | Sell |
41,763
-1,200
| -3% | -$6.24K | 0.01% | 691 |
|
|
2023
Q3 | $206K | Sell |
42,963
-558
| -1% | -$2.88K | 0.01% | 700 |
|
|
2023
Q2 | $221K | Sell |
43,521
-4,349
| -9% | -$19.9K | 0.01% | 685 |
|
|
2023
Q1 | $206K | Buy |
47,870
+683
| +1% | +$3.46K | 0.01% | 649 |
|
|
2022
Q4 | $238K | Buy |
47,187
+5,925
| +14% | +$27.4K | 0.01% | 553 |
|
|
2022
Q3 | $163K | Buy |
41,262
+13,752
| +50% | +$59.9K | 0.01% | 579 |
|
|
2022
Q2 | $119K | Buy |
27,510
+2,892
| +12% | +$14.3K | 0.01% | 544 |
|
|
2022
Q1 | $125K | Hold |
24,618
| – | – | 0.01% | 644 |
|
|
2021
Q4 | $116K | Sell |
24,618
-50
| -0.2% | -$234 | ﹤0.01% | 615 |
|
|
2021
Q3 | $120K | Buy |
24,668
+1,019
| +4% | +$4.42K | 0.01% | 566 |
|
|
2021
Q2 | $92K | Sell |
23,649
-816
| -3% | -$3.47K | ﹤0.01% | 523 |
|
|
2021
Q1 | $107K | Buy |
24,465
+415
| +2% | +$1.74K | 0.01% | 492 |
|
|
2020
Q4 | $88K | Buy |
24,050
+337
| +1% | +$1.03K | 0.01% | 438 |
|
|
2020
Q3 | $56K | Buy |
23,713
+1,581
| +7% | +$4.2K | ﹤0.01% | 417 |
|
|
2020
Q2 | $60K | Sell |
22,132
-37,915
| -63% | -$93.2K | ﹤0.01% | 388 |
|
|
2020
Q1 | $138K | Buy |
60,047
+6,039
| +11% | +$20.1K | 0.01% | 343 |
|
|
2019
Q4 | $226K | Buy |
54,008
+699
| +1% | +$2.85K | 0.02% | 414 |
|
|
2019
Q3 | $203K | Buy |
53,309
+13,898
| +35% | +$55.4K | 0.02% | 391 |
|
|
2019
Q2 | $173K | Buy |
39,411
+3,856
| +11% | +$16.4K | 0.02% | 406 |
|
|
2019
Q1 | $146K | Buy |
35,555
+948
| +3% | +$4.14K | 0.01% | 377 |
|
|
2018
Q4 | $138K | Sell |
34,607
-1,197
| -3% | -$5.84K | 0.01% | 357 |
|
|
2018
Q3 | $197K | Buy |
35,804
+237
| +0.7% | +$1.23K | 0.02% | 370 |
|
|
2018
Q2 | $176K | Buy |
35,567
+463
| +1% | +$2.55K | 0.02% | 346 |
|
|
2018
Q1 | $193K | Buy |
+35,104
| New | +$193K | 0.02% | 341 |
|
Other funds holding AEG
AA
Evergreen Capital Management's AEG Position: Q1 2026 in Review
Evergreen Capital Management increased its Aegon (AEG) stake by 11% in Q1 2026, buying an estimated $55.3K and bringing the position to 75,175 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #738.
Evergreen Capital Management first reported a position in AEG in Q1 2018 and has held it in 33 quarters since. The position peaked at $601K in Q3 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.
- Evergreen Capital Management held 75,175 shares of Aegon worth $546K as of Q1 2026.
- Evergreen Capital Management bought 7,415 Aegon shares in Q1 2026, an estimated $55.3K.
- Aegon made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #738 holding.
- Evergreen Capital Management first reported a position in Aegon in Q1 2018 and has held it in 33 quarters since.
- Evergreen Capital Management's Aegon position peaked at $601K in Q3 2025.
- 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.
Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.