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Wedmont Private Capital’s Aegon AEG Stock Holding History

Wedmont Private Capital’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
Q3 		$89.3K Buy
+10,803
New +$98.3K ﹤0.01% 997
2026
Q2 		– Sell
-10,736
Closed -$83.5K – 954
2026
Q1 		$83.5K Buy
10,736
+209
+2% +$1.56K ﹤0.01% 832
2025
Q4 		$79.6K Buy
+10,527
New +$80.5K ﹤0.01% 800

Other funds holding AEG

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's AEG Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in Aegon (AEG) in Q3 2026: 10,803 shares worth $89.3K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in AEG as recently as Q1 2026.

Wedmont Private Capital first reported a position in AEG in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Wedmont Private Capital held 10,803 shares of Aegon worth $89.3K as of Q3 2026.
  • Aegon was a new Wedmont Private Capital position in Q3 2026.
  • Aegon made up ﹤0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #997 holding.
  • Wedmont Private Capital first reported a position in Aegon in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.