Position in AEG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$22,416
+$8,071 QoQ
Shares Held
2,656
+34.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#220
of 303 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $3,145,628 across 4 Insurance - Diversified names. AEG ranks #4 (0.7% of the industry book) .
All Filings in AEG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,416 | 2,656 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $14,345 | 1,976 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $22,450 | 2,912 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $16,058 | 2,010 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $6,551 | 905 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,118 | 625 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $594 | 101 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $222,371 | 34,800 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $211,435 | 34,492 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $208,028 | 34,385 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $201,006 | 34,897 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $190,809 | 39,752 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||