Advisors Asset Management’s Aegon AEG Stock Holding History

Advisors Asset 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	$335K	Buy	39,665 +14,946	+60%	+$123K	0.01%	1062
2026 Q1	$179K	Buy	24,719 +11,952	+94%	+$89.1K	﹤0.01%	1168
2025 Q4	$98.4K	Buy	+12,767	New	+$97.6K	﹤0.01%	1227
2021 Q2	–	Sell	-76,076	Closed	-$332K	–	1404
2021 Q1	$332K	Sell	76,076 -53,819	-41%	-$225K	0.01%	1114
2020 Q4	$473K	Sell	129,895 -75,796	-37%	-$232K	0.01%	984
2020 Q3	$486K	Sell	205,691 -54,382	-21%	-$145K	0.01%	927
2020 Q2	$706K	Sell	260,073 -50,800	-16%	-$125K	0.01%	791
2020 Q1	$714K	Buy	310,873 +78,940	+34%	+$263K	0.02%	715
2019 Q4	$969K	Buy	231,933 +63,022	+37%	+$257K	0.02%	772
2019 Q3	$644K	Sell	168,911 -27,239	-14%	-$108K	0.01%	900
2019 Q2	$861K	Sell	196,150 -86,490	-31%	-$368K	0.02%	837
2019 Q1	$1.16M	Sell	282,640 -141,321	-33%	-$617K	0.02%	733
2018 Q4	$1.69M	Sell	423,961 -346,481	-45%	-$1.69M	0.03%	583
2018 Q3	$4.24M	Sell	770,442 -171,685	-18%	-$892K	0.07%	328
2018 Q2	$4.65M	Sell	942,127 -28,030	-3%	-$154K	0.08%	321
2018 Q1	$5.46M	Buy	970,157 +149,036	+18%	+$821K	0.09%	283
2017 Q4	$4.21M	Buy	821,121 +122,554	+18%	+$597K	0.07%	378
2017 Q3	$3.29M	Buy	698,567 +277,146	+66%	+$1.26M	0.06%	455
2017 Q2	$1.7M	Buy	421,421 +196,812	+88%	+$770K	0.03%	685
2017 Q1	$886K	Buy	224,609 +106,283	+90%	+$451K	0.01%	902
2016 Q4	$503K	Buy	118,326 +23,418	+25%	+$87.2K	0.01%	1113
2016 Q3	$282K	Buy	+94,908	New	+$283K	﹤0.01%	1268

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

Advisors Asset Management's AEG Position: Q2 2026 in Review

Advisors Asset Management increased its Aegon (AEG) stake by 60% in Q2 2026, buying an estimated $123K and bringing the position to 39,665 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1062.

Advisors Asset Management first reported a position in AEG in Q3 2016 and has held it in 22 quarters since. The position peaked at $5.46M in Q1 2018. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Advisors Asset Management held 39,665 shares of Aegon worth $335K as of Q2 2026.
Advisors Asset Management bought 14,946 Aegon shares in Q2 2026, an estimated $123K.
Aegon made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1062 holding.
Advisors Asset Management first reported a position in Aegon in Q3 2016 and has held it in 22 quarters since.
Advisors Asset Management's Aegon position peaked at $5.46M in Q1 2018.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.