Jackson Square Capital’s Aegon AEG Stock Holding History

Jackson Square Capital’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	$346K	Sell	40,113 -369	-0.9%	-$3.36K	0.05%	121
2026 Q2	$342K	Hold	40,482	–	–	0.05%	118
2026 Q1	$294K	Sell	40,482 -2,007	-5%	-$15K	0.06%	116
2025 Q4	$328K	Buy	42,489 +2,358	+6%	+$18K	0.06%	128
2025 Q3	$321K	Sell	40,131 -22,613	-36%	-$169K	0.07%	125
2025 Q2	$454K	Buy	62,744 +15,340	+32%	+$103K	0.1%	114
2025 Q1	$312K	Buy	+47,404	New	+$303K	0.1%	112

Other funds holding AEG

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Jackson Square Capital's AEG Position: Q3 2026 in Review

Jackson Square Capital reduced its Aegon (AEG) stake by 0.91% in Q3 2026, selling an estimated $3.36K and leaving 40,113 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #121.

Jackson Square Capital first reported a position in AEG in Q1 2025 and has held it in 7 quarters since. The position peaked at $454K in Q2 2025. 46 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

Jackson Square Capital held 40,113 shares of Aegon worth $346K as of Q3 2026.
Jackson Square Capital sold 369 Aegon shares in Q3 2026, an estimated $3.36K.
Aegon made up 0.05% of Jackson Square Capital's portfolio in Q3 2026, its #121 holding.
Jackson Square Capital first reported a position in Aegon in Q1 2025 and has held it in 7 quarters since.
Jackson Square Capital's Aegon position peaked at $454K in Q2 2025.
46 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Jackson Square Capital's 13F filing for Q3 2026, filed 19 Oct 2026.