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
Q2
$740K Buy
85,249
+10,074
+13% +$83K 0.01% 684
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

Evergreen Capital Management's AEG Position: Q2 2026 in Review

Evergreen Capital Management increased its Aegon (AEG) stake by 13% in Q2 2026, buying an estimated $83K and bringing the position to 85,249 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #684.

Evergreen Capital Management first reported a position in AEG in Q1 2018 and has held it in 34 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Evergreen Capital Management held 85,249 shares of Aegon worth $740K as of Q2 2026.
  • Evergreen Capital Management bought 10,074 Aegon shares in Q2 2026, an estimated $83K.
  • Aegon made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #684 holding.
  • Evergreen Capital Management first reported a position in Aegon in Q1 2018 and has held it in 34 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.