Ferguson Wellman Capital Management’s Aegon AEG Stock Holding History

Ferguson Wellman Capital 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 Q2	$104K	Hold	12,271	–	–	﹤0.01%	437
2026 Q1	$89.1K	Buy	+12,271	New	+$91.4K	﹤0.01%	402
2021 Q1	–	Sell	-13,299	Closed	-$48K	–	329
2020 Q4	$48K	Hold	13,299	–	–	﹤0.01%	362
2020 Q3	$31K	Hold	13,299	–	–	﹤0.01%	344
2020 Q2	$36K	Hold	13,299	–	–	﹤0.01%	328
2020 Q1	$31K	Hold	13,299	–	–	﹤0.01%	308
2019 Q4	$56K	Hold	13,299	–	–	﹤0.01%	352
2019 Q3	$51K	Sell	13,299 -532	-4%	-$2.12K	﹤0.01%	343
2019 Q2	$61K	Sell	13,831 -494	-3%	-$2.1K	﹤0.01%	331
2019 Q1	$59K	Hold	14,325	–	–	﹤0.01%	345
2018 Q4	$57K	Hold	14,325	–	–	﹤0.01%	333
2018 Q3	$79K	Sell	14,325 -387	-3%	-$2.01K	﹤0.01%	343
2018 Q2	$73K	Sell	14,712 -377	-2%	-$2.08K	﹤0.01%	343
2018 Q1	$83K	Hold	15,089	–	–	﹤0.01%	341
2017 Q4	$77K	Hold	15,089	–	–	﹤0.01%	349
2017 Q3	$71K	Sell	15,089 -1,223	-7%	-$5.54K	﹤0.01%	336
2017 Q2	$66K	Sell	16,312 -466	-3%	-$1.82K	﹤0.01%	334
2017 Q1	$66K	Hold	16,778	–	–	﹤0.01%	339
2016 Q4	$71K	Sell	16,778 -9,614	-36%	-$35.8K	﹤0.01%	336
2016 Q3	$78K	Sell	26,392 -943	-3%	-$2.81K	﹤0.01%	316
2016 Q2	$81K	Sell	27,335 -911	-3%	-$3.42K	﹤0.01%	320
2016 Q1	$112K	Hold	28,246	–	–	﹤0.01%	316
2015 Q4	$115K	Hold	28,246	–	–	﹤0.01%	321
2015 Q3	$117K	Sell	28,246 -628	-2%	-$3.04K	0.01%	305
2015 Q2	$150K	Sell	28,874 -525	-2%	-$2.85K	0.01%	319
2015 Q1	$161K	Hold	29,399	–	–	0.01%	321
2014 Q4	$152K	Hold	29,399	–	–	0.01%	323
2014 Q3	$167K	Sell	29,399 -507	-2%	-$2.87K	0.01%	318
2014 Q2	$178K	Buy	+29,906	New	+$180K	0.01%	318

Other funds holding AEG

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $136M AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Ferguson Wellman Capital Management's AEG Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its Aegon (AEG) position steady in Q2 2026 at 12,271 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Ferguson Wellman Capital Management first reported a position in AEG in Q2 2014 and has held it in 29 quarters since. The position peaked at $178K in Q2 2014. 73 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Ferguson Wellman Capital Management held 12,271 shares of Aegon worth $104K as of Q2 2026.
Ferguson Wellman Capital Management left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #437 holding.
Ferguson Wellman Capital Management first reported a position in Aegon in Q2 2014 and has held it in 29 quarters since.
Ferguson Wellman Capital Management's Aegon position peaked at $178K in Q2 2014.
73 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

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