Mather Group’s Aegon AEG Stock Holding History

Mather Group’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	$106K	Buy	+12,298	New	+$112K	﹤0.01%	945

Other funds holding AEG

HWAM

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

AWA

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

VCM

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

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Mather Group's AEG Position: Q3 2026 in Review

Mather Group opened a new position in Aegon (AEG) in Q3 2026: 12,298 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings.

31 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

Mather Group held 12,298 shares of Aegon worth $106K as of Q3 2026.
Aegon was a new Mather Group position in Q3 2026.
Aegon made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #945 holding.
31 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.