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Triumph Capital Management’s Aegon AEG Stock Holding History

Triumph Capital Management’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 		$14.8K Hold
1,750
– – ﹤0.01% 1041
2026
Q1 		$12.7K Buy
1,750
+450
+35% +$3.35K ﹤0.01% 1028
2025
Q4 		$10K Buy
+1,300
New +$9.94K ﹤0.01% 1077

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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OFP
OLIO Financial Planning Mclean, Virginia $403M AUM 20.12% 1-Year Est. Return

Triumph Capital Management's AEG Position: Q2 2026 in Review

Triumph Capital Management held its Aegon (AEG) position steady in Q2 2026 at 1,750 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Triumph Capital Management first reported a position in AEG in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Triumph Capital Management held 1,750 shares of Aegon worth $14.8K as of Q2 2026.
  • Triumph Capital Management left its Aegon share count unchanged in Q2 2026.
  • Aegon made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1041 holding.
  • Triumph Capital Management first reported a position in Aegon in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.