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Prime Capital Investment Advisors, LLC → AEFC
Prime Capital Investment Advisors, LLC AEFC Position History
Aegon Funding Company LLC 5.10%
Quarters held
8
Latest value
$308K
Q3 2026
Peak value
$350K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $200K |
| Q4 2025 | $206K |
| Q4 2025 | $319K |
| Q1 2026 | $299K |
| Q2 2026 | $224K |
| Q2 2026 | $350K |
| Q3 2026 | $216K |
| Q3 2026 | $308K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $308K | 35.7K | — | — |
| Q3 2026 | $216K | 1.5K | — | — |
| Q2 2026 | $350K | 41.4K | — | — |
| Q2 2026 | $224K | 1.5K | — | — |
| Q1 2026 | $299K | 41.2K | — | — |
| Q4 2025 | $319K | 41.3K | — | — |
| Q4 2025 | $206K | 1.6K | — | — |
| Q3 2025 | $200K | 1.6K | — | — |
Other funds holding AEFC
$774.6M
$757.9M
$752.6M
$724.2M
$719.9M
$719.9M
$693.6M
$685.4M
Other Prime Capital Investment Advisors, LLC positions
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VGES
$393.7MVANGUARD INDEX FDS TOTAL STK MKT
VGES
$387.4MVANGUARD INDEX FDS TOTAL STK MKT
VGES
$381MVANGUARD INDEX FDS MRNGSTR TTL STK
ETHA
$380.2MISHARES TR CORE US AGGBD ET
ETHA
$375.8MISHARES TR CORE US AGGBD ET