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Independence Bank of Kentucky’s Aegon AEG Stock Holding History

Independence Bank of Kentucky’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 		$45.6K Sell
5,400
-1,600
-23% -$13.2K 0.01% 404
2026
Q1 		$50.8K Sell
7,000
-1,000
-13% -$7.45K 0.01% 408
2025
Q4 		$61.7K Hold
8,000
– – 0.01% 400
2025
Q3 		$63.9K Buy
+8,000
New +$59.7K 0.01% 392

Other funds holding AEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

Independence Bank of Kentucky's AEG Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Aegon (AEG) stake by 23% in Q2 2026, selling an estimated $13.2K and leaving 5,400 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #404.

Independence Bank of Kentucky first reported a position in AEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $63.9K in Q3 2025. 226 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Independence Bank of Kentucky held 5,400 shares of Aegon worth $45.6K as of Q2 2026.
  • Independence Bank of Kentucky sold 1,600 Aegon shares in Q2 2026, an estimated $13.2K.
  • Aegon made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #404 holding.
  • Independence Bank of Kentucky first reported a position in Aegon in Q3 2025 and has held it in 4 quarters since.
  • Independence Bank of Kentucky's Aegon position peaked at $63.9K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.