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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $136M AUM

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wedmont Private Capital's AEG Position: Q2 2026 in Review

Wedmont Private Capital sold out of Aegon (AEG) in Q2 2026, closing a stake of 10,736 shares — an estimated $83.5K sold.

Wedmont Private Capital first reported a position in AEG in Q4 2025 and held it in 2 quarters. The position peaked at $83.5K in Q1 2026. 152 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Wedmont Private Capital reported no remaining Aegon position as of Q2 2026 after selling out during the quarter.
Wedmont Private Capital sold 10,736 Aegon shares in Q2 2026, an estimated $83.5K.
Wedmont Private Capital first reported a position in Aegon in Q4 2025 and held it in 2 quarters.
Wedmont Private Capital's Aegon position peaked at $83.5K in Q1 2026.
152 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.