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Sivia Capital Partners’s Aegon AEG Stock Holding History

Sivia Capital Partners’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 		$494K Hold
58,572
– – 0.06% 346
2026
Q1 		$425K Buy
58,572
+10,167
+21% +$75.8K 0.08% 290
2025
Q4 		$373K Buy
48,405
+24,288
+101% +$186K 0.08% 345
2025
Q3 		$193K Buy
24,117
+1,329
+6% +$9.92K 0.05% 448
2025
Q2 		$165K Buy
+22,788
New +$152K 0.06% 414

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
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Sivia Capital Partners's AEG Position: Q2 2026 in Review

Sivia Capital Partners held its Aegon (AEG) position steady in Q2 2026 at 58,572 shares worth $494K. The position accounts for 0.06% of the portfolio, ranked #346.

Sivia Capital Partners first reported a position in AEG in Q2 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Sivia Capital Partners held 58,572 shares of Aegon worth $494K as of Q2 2026.
  • Sivia Capital Partners left its Aegon share count unchanged in Q2 2026.
  • Aegon made up 0.06% of Sivia Capital Partners's portfolio in Q2 2026, its #346 holding.
  • Sivia Capital Partners first reported a position in Aegon in Q2 2025 and has held it in 5 quarters since.
  • 66 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.