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William B. Walkup & Associates’s Aegon AEG Stock Holding History

William B. Walkup & Associates’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 		$17.7K Hold
2,094
– – 0.01% 127
2026
Q1 		$13.8K Hold
2,094
– – 0.01% 123
2025
Q4 		$16.1K Hold
2,094
– – 0.01% 126
2025
Q3 		$16.7K Hold
2,094
– – 0.01% 123
2025
Q2 		$15.2K Hold
2,094
– – 0.01% 123
2025
Q1 		$13.8K Hold
2,094
– – 0.01% 122
2024
Q4 		$12.3K Hold
2,094
– – 0.01% 121
2024
Q3 		$13.4K Hold
2,094
– – 0.01% 120
2024
Q2 		$12.8K Buy
+2,094
New +$13.2K 0.01% 122

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

William B. Walkup & Associates's AEG Position: Q2 2026 in Review

William B. Walkup & Associates held its Aegon (AEG) position steady in Q2 2026 at 2,094 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #127.

William B. Walkup & Associates first reported a position in AEG in Q2 2024 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • William B. Walkup & Associates held 2,094 shares of Aegon worth $17.7K as of Q2 2026.
  • William B. Walkup & Associates left its Aegon share count unchanged in Q2 2026.
  • Aegon made up 0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #127 holding.
  • William B. Walkup & Associates first reported a position in Aegon in Q2 2024 and has held it in 9 quarters since.
  • 102 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.