Aaron Wealth Advisors’s Aegon AEG Stock Holding History

Aaron Wealth Advisors’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	$785K	Buy	93,003 +4,255	+5%	+$35.1K	0.04%	305
2026 Q1	$644K	Buy	88,748 +54,869	+162%	+$409K	0.04%	331
2025 Q4	$261K	Buy	33,879 +8,532	+34%	+$65.2K	0.01%	597
2025 Q3	$203K	Sell	25,347 -1,665	-6%	-$12.4K	0.01%	625
2025 Q2	$196K	Buy	+27,012	New	+$181K	0.02%	482
2022 Q2	–	Sell	-5,429	Closed	-$27.5K	–	203
2022 Q1	$27.5K	Buy	+5,429	New	+$27.4K	0.01%	566

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aaron Wealth Advisors's AEG Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Aegon (AEG) stake by 4.8% in Q2 2026, buying an estimated $35.1K and bringing the position to 93,003 shares worth $785K. The position accounts for 0.04% of the portfolio, ranked #305.

Aaron Wealth Advisors first reported a position in AEG in Q1 2022 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Aaron Wealth Advisors held 93,003 shares of Aegon worth $785K as of Q2 2026.
Aaron Wealth Advisors bought 4,255 Aegon shares in Q2 2026, an estimated $35.1K.
Aegon made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #305 holding.
Aaron Wealth Advisors first reported a position in Aegon in Q1 2022 and has held it in 6 quarters since.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.