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Sound Income Strategies’s Aegon AEG Stock Holding History

Sound Income Strategies’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 		– Sell
-679
Closed -$5K – 517
2026
Q1 		$5K Hold
679
– – ﹤0.01% 1826
2025
Q4 		$5.19K Buy
679
+470
+225% +$3.59K ﹤0.01% 1787
2025
Q3 		$1.61K Buy
+209
New +$1.56K ﹤0.01% 1372

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

Sound Income Strategies's AEG Position: Q2 2026 in Review

Sound Income Strategies sold out of Aegon (AEG) in Q2 2026, closing a stake of 679 shares — an estimated $5K sold.

Sound Income Strategies first reported a position in AEG in Q3 2025 and held it in 3 quarters. The position peaked at $5.19K in Q4 2025. 102 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Sound Income Strategies reported no remaining Aegon position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 679 Aegon shares in Q2 2026, an estimated $5K.
  • Sound Income Strategies first reported a position in Aegon in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Aegon position peaked at $5.19K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.