Physician Wealth Advisors’s Aegon AEG Stock Holding History

Physician Wealth 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	$1.28K	Buy	152 +26	+21%	+$214	﹤0.01%	1715
2026 Q1	$915	Sell	126 -94	-43%	-$700	﹤0.01%	1738
2025 Q4	$1.7K	Buy	220 +94	+75%	+$719	﹤0.01%	1362
2025 Q3	$1.01K	Hold	126	–	–	﹤0.01%	1576
2025 Q2	$913	Buy	+126	New	+$842	﹤0.01%	1492

Other funds holding AEG

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

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $136M AUM

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

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

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

Physician Wealth Advisors's AEG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Aegon (AEG) stake by 21% in Q2 2026, buying an estimated $214 and bringing the position to 152 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Physician Wealth Advisors first reported a position in AEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7K in Q4 2025. 112 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Physician Wealth Advisors held 152 shares of Aegon worth $1.28K as of Q2 2026.
Physician Wealth Advisors bought 26 Aegon shares in Q2 2026, an estimated $214.
Aegon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1715 holding.
Physician Wealth Advisors first reported a position in Aegon in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Aegon position peaked at $1.7K in Q4 2025.
112 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.