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Abacus Wealth Partners’s Aegon AEG Stock Holding History

Abacus Wealth Partners’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 		$726K Sell
86,070
-24,184
-22% -$199K 0.08% 101
2026
Q1 		$800K Buy
110,254
+869
+0.8% +$6.48K 0.07% 130
2025
Q4 		$843K Buy
+109,385
New +$836K 0.08% 122

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abacus Wealth Partners's AEG Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Aegon (AEG) stake by 22% in Q2 2026, selling an estimated $199K and leaving 86,070 shares worth $726K. The position accounts for 0.08% of the portfolio, ranked #101.

Abacus Wealth Partners first reported a position in AEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $843K in Q4 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Abacus Wealth Partners held 86,070 shares of Aegon worth $726K as of Q2 2026.
  • Abacus Wealth Partners sold 24,184 Aegon shares in Q2 2026, an estimated $199K.
  • Aegon made up 0.08% of Abacus Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Abacus Wealth Partners first reported a position in Aegon in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Aegon position peaked at $843K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.