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New England Capital Financial Advisors’s Aegon AEG Stock Holding History

New England Capital Financial Advisors’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 		$93 Hold
11
– – ﹤0.01% 420
2026
Q1 		$80 Hold
11
– – ﹤0.01% 415
2025
Q4 		$85 Hold
11
– – ﹤0.01% 409
2025
Q3 		$88 Hold
11
– – ﹤0.01% 411
2025
Q2 		$80 Hold
11
– – ﹤0.01% 412
2025
Q1 		$73 Hold
11
– – ﹤0.01% 385
2024
Q4 		$65 Hold
11
– – ﹤0.01% 405
2024
Q3 		$71 Hold
11
– – ﹤0.01% 392
2024
Q2 		$68 Hold
11
– – ﹤0.01% 395
2024
Q1 		$67 Hold
11
– – ﹤0.01% 392
2023
Q4 		$64 Hold
11
– – ﹤0.01% 393
2023
Q3 		$53 Hold
11
– – ﹤0.01% 390
2023
Q2 		$56 Hold
11
– – ﹤0.01% 386
2023
Q1 		$48 Hold
11
– – ﹤0.01% 428
2022
Q4 		$59 Buy
+11
New +$51 ﹤0.01% 432

Other funds holding AEG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

New England Capital Financial Advisors's AEG Position: Q2 2026 in Review

New England Capital Financial Advisors held its Aegon (AEG) position steady in Q2 2026 at 11 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #420.

New England Capital Financial Advisors first reported a position in AEG in Q4 2022 and has held it in 15 quarters since. 102 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • New England Capital Financial Advisors held 11 shares of Aegon worth $93 as of Q2 2026.
  • New England Capital Financial Advisors left its Aegon share count unchanged in Q2 2026.
  • Aegon made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #420 holding.
  • New England Capital Financial Advisors first reported a position in Aegon in Q4 2022 and has held it in 15 quarters since.
  • 102 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.