Back to AEFC
HB Wealth Management, LLC → AEFC
HB Wealth Management, LLC AEFC Position History
Aegon Funding Company LLC 5.10%
Quarters held
4
Latest value
$240K
Q3 2026
Peak value
$240K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $144K |
| Q1 2026 | $145K |
| Q2 2026 | $192K |
| Q3 2026 | $240K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $240K | 27.8K | — | — |
| Q2 2026 | $192K | 22.8K | — | — |
| Q1 2026 | $145K | 19.9K | — | — |
| Q4 2025 | $144K | 18.7K | — | — |
Other funds holding AEFC
$774.6M
$757.9M
$752.6M
$724.2M
$719.9M
$719.9M
$693.6M
$685.4M