Evermay Wealth Management
AEG icon

Evermay Wealth Management’s Aegon AEG Stock Holding History

Evermay Wealth Management’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 		$10.8K Hold
1,249
– – ﹤0.01% 487
2026
Q2 		$10.5K Hold
1,249
– – ﹤0.01% 506
2026
Q1 		$9.07K Hold
1,249
– – ﹤0.01% 470
2025
Q4 		$9.6K Hold
1,249
– – ﹤0.01% 453
2025
Q3 		$10K Hold
1,249
– – ﹤0.01% 445
2025
Q2 		$9.04K Hold
1,249
– – ﹤0.01% 453
2025
Q1 		$8.23K Buy
+1,249
New +$7.99K ﹤0.01% 461

Other funds holding AEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Private Wealth Asset Management
Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Evermay Wealth Management's AEG Position: Q3 2026 in Review

Evermay Wealth Management held its Aegon (AEG) position steady in Q3 2026 at 1,249 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Evermay Wealth Management first reported a position in AEG in Q1 2025 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Evermay Wealth Management held 1,249 shares of Aegon worth $10.8K as of Q3 2026.
  • Evermay Wealth Management left its Aegon share count unchanged in Q3 2026.
  • Aegon made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #487 holding.
  • Evermay Wealth Management first reported a position in Aegon in Q1 2025 and has held it in 7 quarters since.
  • 192 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.