Kestra Advisory Services
AEG icon

Kestra Advisory Services’s Aegon AEG Stock Holding History

Kestra Advisory Services’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 		$1.26M Buy
146,126
+4,345
+3% +$39.5K ﹤0.01% 1788
2026
Q2 		$1.2M Buy
141,781
+50,838
+56% +$419K ﹤0.01% 1700
2026
Q1 		$660K Buy
90,943
+30,088
+49% +$224K ﹤0.01% 2017
2025
Q4 		$469K Buy
60,855
+1,672
+3% +$12.8K ﹤0.01% 2201
2025
Q3 		$473K Sell
59,183
-4,584
-7% -$34.2K ﹤0.01% 2102
2025
Q2 		$462K Hold
63,767
– – ﹤0.01% 2027
2025
Q1 		$420K Sell
63,767
-4,242
-6% -$27.1K ﹤0.01% 1934
2024
Q4 		$401K Sell
68,009
-42,506
-38% -$266K ﹤0.01% 2026
2024
Q3 		$706K Sell
110,515
-9,743
-8% -$60.3K ﹤0.01% 1540
2024
Q2 		$737K Buy
120,258
+52,682
+78% +$333K ﹤0.01% 1508
2024
Q1 		$409K Sell
67,576
-38
-0.1% -$221 ﹤0.01% 1792
2023
Q4 		$389K Sell
67,614
-260
-0.4% -$1.35K ﹤0.01% 1679
2023
Q3 		$326K Buy
67,874
+7,792
+13% +$40.2K ﹤0.01% 1608
2023
Q2 		$305K Buy
60,082
+419
+0.7% +$1.92K ﹤0.01% 1601
2023
Q1 		$257K Sell
59,663
-3,440
-5% -$17.4K ﹤0.01% 1667
2022
Q4 		$318K Sell
63,103
-2,403
-4% -$11.1K ﹤0.01% 1702
2022
Q3 		$259K Buy
65,506
+6,939
+12% +$30.2K ﹤0.01% 1691
2022
Q2 		$251K Buy
58,567
+12,173
+26% +$60.4K ﹤0.01% 1745
2022
Q1 		$235K Sell
46,394
-36,044
-44% -$182K ﹤0.01% 1742
2021
Q4 		$389K Sell
82,438
-79,175
-49% -$370K ﹤0.01% 1452
2021
Q3 		$787K Buy
161,613
+68,083
+73% +$295K 0.01% 1143
2021
Q2 		$362K Buy
93,530
+16,585
+22% +$70.6K ﹤0.01% 1453
2021
Q1 		$336K Sell
76,945
-86,449
-53% -$362K ﹤0.01% 1390
2020
Q4 		$591K Buy
163,394
+87,523
+115% +$268K 0.01% 1125
2020
Q3 		$179K Buy
+75,871
New +$202K ﹤0.01% 1306

Other funds holding AEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Private Wealth Asset Management
Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Kestra Advisory Services's AEG Position: Q3 2026 in Review

Kestra Advisory Services increased its Aegon (AEG) stake by 3.1% in Q3 2026, buying an estimated $39.5K and bringing the position to 146,126 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Kestra Advisory Services first reported a position in AEG in Q3 2020 and has held it in 25 quarters since. 190 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Kestra Advisory Services held 146,126 shares of Aegon worth $1.26M as of Q3 2026.
  • Kestra Advisory Services bought 4,345 Aegon shares in Q3 2026, an estimated $39.5K.
  • Aegon made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1788 holding.
  • Kestra Advisory Services first reported a position in Aegon in Q3 2020 and has held it in 25 quarters since.
  • 190 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.