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Viewpoint Investment Partners’s Aegon AEG Stock Holding History

Viewpoint Investment 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 		– Sell
-30,100
Closed -$160K – 128
2026
Q1 		$160K Buy
30,100
+10,500
+54% +$78.2K 0.07% 96
2025
Q4 		$151K Buy
+19,600
New +$150K 0.07% 71

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

Viewpoint Investment Partners's AEG Position: Q2 2026 in Review

Viewpoint Investment Partners sold out of Aegon (AEG) in Q2 2026, closing a stake of 30,100 shares — an estimated $160K sold.

Viewpoint Investment Partners first reported a position in AEG in Q4 2025 and held it in 2 quarters. The position peaked at $160K in Q1 2026. 102 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Viewpoint Investment Partners reported no remaining Aegon position as of Q2 2026 after selling out during the quarter.
  • Viewpoint Investment Partners sold 30,100 Aegon shares in Q2 2026, an estimated $160K.
  • Viewpoint Investment Partners first reported a position in Aegon in Q4 2025 and held it in 2 quarters.
  • Viewpoint Investment Partners's Aegon position peaked at $160K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.