VCM
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Versant Capital Management’s Aegon AEG Stock Holding History

Versant 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 		$461K Sell
54,621
-2,013
-4% -$16.6K 0.04% 319
2026
Q1 		$411K Buy
56,634
+10,911
+24% +$81.3K 0.04% 328
2025
Q4 		$353K Buy
45,723
+4,008
+10% +$30.6K 0.04% 316
2025
Q3 		$333K Buy
41,715
+1,530
+4% +$11.4K 0.05% 330
2025
Q2 		$291K Sell
40,185
-124
-0.3% -$829 0.04% 333
2025
Q1 		$266K Buy
40,309
+40,080
+17,502% +$256K 0.04% 330
2024
Q4 		$1.35K Buy
+229
New +$1.44K ﹤0.01% 2132

Other funds holding AEG

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Versant Capital Management reduced its Aegon (AEG) stake by 3.6% in Q2 2026, selling an estimated $16.6K and leaving 54,621 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #319.

Versant Capital Management first reported a position in AEG in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Versant Capital Management held 54,621 shares of Aegon worth $461K as of Q2 2026.
  • Versant Capital Management sold 2,013 Aegon shares in Q2 2026, an estimated $16.6K.
  • Aegon made up 0.04% of Versant Capital Management's portfolio in Q2 2026, its #319 holding.
  • Versant Capital Management first reported a position in Aegon in Q4 2024 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.