AdvisorShares Investments’s Aegon AEG Stock Holding History

AdvisorShares Investments’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 Q1	–	Sell	-111,128	Closed	-$857K	–	277
2025 Q4	$857K	Buy	111,128 +3,057	+3%	+$23.4K	0.14%	87
2025 Q3	$863K	Sell	108,071 -14,112	-12%	-$105K	0.14%	86
2025 Q2	$885K	Buy	122,183 +19,259	+19%	+$129K	0.16%	75
2025 Q1	$681K	Buy	102,924 +32,209	+46%	+$206K	0.13%	83
2024 Q4	$417K	Sell	70,715 -10,390	-13%	-$65.1K	0.08%	176
2024 Q3	$518K	Sell	81,105 -5,195	-6%	-$32.1K	0.1%	91
2024 Q2	$540K	Buy	+86,300	New	+$545K	0.09%	94

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

AdvisorShares Investments's AEG Position: Q1 2026 in Review

AdvisorShares Investments sold out of Aegon (AEG) in Q1 2026, closing a stake of 111,128 shares — an estimated $857K sold.

AdvisorShares Investments first reported a position in AEG in Q2 2024 and held it in 7 quarters. The position peaked at $885K in Q2 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

AdvisorShares Investments reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
AdvisorShares Investments sold 111,128 Aegon shares in Q1 2026, an estimated $857K.
AdvisorShares Investments first reported a position in Aegon in Q2 2024 and held it in 7 quarters.
AdvisorShares Investments's Aegon position peaked at $885K in Q2 2025.
290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.