James T. Borello’s Aegon AEG Stock Holding History

James T. Borello’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	$7.84K	Hold	909	–	–	﹤0.01%	667
2026 Q2	$7.67K	Hold	909	–	–	﹤0.01%	664
2026 Q1	$6.6K	Buy	+909	New	+$6.77K	﹤0.01%	679

Other funds holding AEG

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

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

Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

James T. Borello's AEG Position: Q3 2026 in Review

James T. Borello held its Aegon (AEG) position steady in Q3 2026 at 909 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

James T. Borello first reported a position in AEG in Q1 2026 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

James T. Borello held 909 shares of Aegon worth $7.84K as of Q3 2026.
James T. Borello left its Aegon share count unchanged in Q3 2026.
Aegon made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #667 holding.
James T. Borello first reported a position in Aegon in Q1 2026 and has held it in 3 quarters since.
104 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.