Advisornet Financial’s Aegon AEG Stock Holding History

Advisornet Financial’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	$608	Hold	72	–	–	﹤0.01%	2077
2026 Q1	$523	Hold	72	–	–	﹤0.01%	2093
2025 Q4	$555	Hold	72	–	–	﹤0.01%	2078
2025 Q3	$575	Hold	72	–	–	﹤0.01%	2052
2025 Q2	$521	Hold	72	–	–	﹤0.01%	2053
2025 Q1	$474	Hold	72	–	–	﹤0.01%	1973
2024 Q4	$424	Hold	72	–	–	﹤0.01%	1803
2024 Q3	$460	Hold	72	–	–	﹤0.01%	2031
2024 Q2	$441	Hold	72	–	–	﹤0.01%	1955
2024 Q1	$436	Hold	72	–	–	﹤0.01%	1899
2023 Q4	$415	Hold	72	–	–	﹤0.01%	2152
2023 Q3	$346	Hold	72	–	–	﹤0.01%	2053
2023 Q2	$365	Hold	72	–	–	﹤0.01%	2121
2023 Q1	$310	Hold	72	–	–	﹤0.01%	2172
2022 Q4	$363	Hold	72	–	–	﹤0.01%	2092
2022 Q3	$0	Sell	72 -2	-3%	-$9	﹤0.01%	1849
2022 Q2	$0	Sell	74 -260	-78%	-$1.29K	﹤0.01%	1861
2022 Q1	$2K	Hold	334	–	–	﹤0.01%	1757
2021 Q4	$2K	Buy	+334	New	+$1.56K	﹤0.01%	1793
2019 Q3	–	Sell	-2,290	Closed	-$10K	–	1832
2019 Q2	$10K	Sell	2,290 -82	-3%	-$349	﹤0.01%	1219
2019 Q1	$10K	Buy	+2,372	New	+$10.4K	﹤0.01%	1162
2018 Q4	–	Sell	-2,349	Closed	-$13K	–	1454
2018 Q3	$13K	Sell	2,349 -63	-3%	-$327	﹤0.01%	1056
2018 Q2	$12K	Sell	2,412 -62	-3%	-$341	﹤0.01%	1083
2018 Q1	$14K	Buy	+2,474	New	+$13.6K	﹤0.01%	997

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

Advisornet Financial's AEG Position: Q2 2026 in Review

Advisornet Financial held its Aegon (AEG) position steady in Q2 2026 at 72 shares worth $608. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Advisornet Financial first reported a position in AEG in Q1 2018 and has held it in 24 quarters since. The position peaked at $14K in Q1 2018. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Advisornet Financial held 72 shares of Aegon worth $608 as of Q2 2026.
Advisornet Financial left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2077 holding.
Advisornet Financial first reported a position in Aegon in Q1 2018 and has held it in 24 quarters since.
Advisornet Financial's Aegon position peaked at $14K in Q1 2018.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.