Accel Wealth Management’s Aegon AEG Stock Holding History

Accel Wealth Management’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	$132K	Buy	+15,684	New	+$129K	0.03%	301
2025 Q3	–	Sell	-16,040	Closed	-$116K	–	279
2025 Q2	$116K	Buy	+16,040	New	+$107K	0.04%	265
2023 Q2	–	Sell	-87	Closed	-$374	–	183
2023 Q1	$374	Hold	87	–	–	﹤0.01%	1223
2022 Q4	$438	Hold	87	–	–	﹤0.01%	1024
2022 Q3	$0	Sell	87 -2	-2%	-$9	﹤0.01%	1056
2022 Q2	$0	Sell	89 -2	-2%	-$10	﹤0.01%	1016
2022 Q1	$0	Hold	91	–	–	﹤0.01%	932
2021 Q4	$0	Buy	+91	New	+$426	﹤0.01%	925
2021 Q3	–	Sell	-93	Closed	–	–	822
2021 Q2	$0	Sell	93 -1	-1%	-$4	﹤0.01%	899
2021 Q1	$0	Sell	94 -78,573	-100%	-$329K	﹤0.01%	870
2020 Q4	$287K	Buy	+78,667	New	+$241K	0.27%	79

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

Accel Wealth Management's AEG Position: Q2 2026 in Review

Accel Wealth Management opened a new position in Aegon (AEG) in Q2 2026: 15,684 shares worth $132K. The stake represents 0.03% of the portfolio and ranks #301 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in AEG as recently as Q2 2025.

Accel Wealth Management first reported a position in AEG in Q4 2020 and has held it in 11 quarters since. The position peaked at $287K in Q4 2020. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Accel Wealth Management held 15,684 shares of Aegon worth $132K as of Q2 2026.
Aegon was a new Accel Wealth Management position in Q2 2026.
Aegon made up 0.03% of Accel Wealth Management's portfolio in Q2 2026, its #301 holding.
Accel Wealth Management first reported a position in Aegon in Q4 2020 and has held it in 11 quarters since.
Accel Wealth Management's Aegon position peaked at $287K in Q4 2020.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.