FFA
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Farther Finance Advisors’s Aegon AEG Stock Holding History

Farther Finance Advisors’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 		$89.2K Buy
10,331
+2,427
+31% +$22.1K ﹤0.01% 2953
2026
Q2 		$66.7K Sell
7,904
-1,234
-14% -$10.2K ﹤0.01% 3019
2026
Q1 		$67.3K Buy
9,138
+1,325
+17% +$9.87K ﹤0.01% 2787
2025
Q4 		$60.2K Buy
7,813
+3,583
+85% +$27.4K ﹤0.01% 2689
2025
Q3 		$33.8K Buy
4,230
+3,667
+651% +$27.4K ﹤0.01% 2690
2025
Q2 		$4.08K Sell
563
-851
-60% -$5.69K ﹤0.01% 3439
2025
Q1 		$9.36K Buy
1,414
+658
+87% +$4.21K ﹤0.01% 2768
2024
Q4 		$4.45K Sell
756
-526
-41% -$3.3K ﹤0.01% 2720
2024
Q3 		$8.19K Buy
1,282
+718
+127% +$4.44K ﹤0.01% 2442
2024
Q2 		$3.53K Buy
564
+243
+76% +$1.53K ﹤0.01% 2551
2024
Q1 		$1.93K Buy
321
+137
+74% +$797 ﹤0.01% 2499
2023
Q4 		$1.06K Buy
+184
New +$956 ﹤0.01% 2699

Other funds holding AEG

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
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
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 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
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Farther Finance Advisors's AEG Position: Q3 2026 in Review

Farther Finance Advisors increased its Aegon (AEG) stake by 31% in Q3 2026, buying an estimated $22.1K and bringing the position to 10,331 shares worth $89.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

Farther Finance Advisors first reported a position in AEG in Q4 2023 and has held it in 12 quarters since. 20 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Farther Finance Advisors held 10,331 shares of Aegon worth $89.2K as of Q3 2026.
  • Farther Finance Advisors bought 2,427 Aegon shares in Q3 2026, an estimated $22.1K.
  • Aegon made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2953 holding.
  • Farther Finance Advisors first reported a position in Aegon in Q4 2023 and has held it in 12 quarters since.
  • 20 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.