AWM
AEG icon

AE Wealth Management’s Aegon AEG Stock Holding History

AE 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 		$171K Hold
20,284
– – ﹤0.01% 1764
2026
Q1 		$147K Hold
20,284
– – ﹤0.01% 1679
2025
Q4 		$156K Hold
20,284
– – ﹤0.01% 1578
2025
Q3 		$162K Sell
20,284
-1,234
-6% -$9.21K ﹤0.01% 1443
2025
Q2 		$156K Buy
21,518
+1,234
+6% +$8.25K ﹤0.01% 1368
2025
Q1 		$134K Hold
20,284
– – ﹤0.01% 1373
2024
Q4 		$119K Hold
20,284
– – ﹤0.01% 1392
2024
Q3 		$130K Sell
20,284
-291
-1% -$1.8K ﹤0.01% 1201
2024
Q2 		$126K Buy
20,575
+291
+1% +$1.84K ﹤0.01% 1190
2024
Q1 		$123K Sell
20,284
-453
-2% -$2.64K ﹤0.01% 1115
2023
Q4 		$125K Hold
20,737
– – ﹤0.01% 1927
2023
Q3 		$99.5K Hold
20,737
– – ﹤0.01% 1840
2023
Q2 		$105K Buy
20,737
+62
+0.3% +$284 ﹤0.01% 1799
2023
Q1 		$88.9K Hold
20,675
– – ﹤0.01% 1798
2022
Q4 		$104K Hold
20,675
– – ﹤0.01% 1715
2022
Q3 		$82K Sell
20,675
-492
-2% -$2.14K ﹤0.01% 1667
2022
Q2 		$91K Sell
21,167
-451
-2% -$2.24K ﹤0.01% 1648
2022
Q1 		$109K Hold
21,618
– – ﹤0.01% 1610
2021
Q4 		$102K Hold
21,618
– – ﹤0.01% 1638
2021
Q3 		$105K Sell
21,618
-114
-0.5% -$494 ﹤0.01% 1555
2021
Q2 		$84K Sell
21,732
-368
-2% -$1.57K ﹤0.01% 1534
2021
Q1 		$96K Buy
22,100
+9
+0% +$38 ﹤0.01% 1439
2020
Q4 		$81K Sell
22,091
-17
-0.1% -$52 ﹤0.01% 1318
2020
Q3 		$52K Buy
22,108
+17
+0.1% +$45 ﹤0.01% 1236
2020
Q2 		$60K Hold
22,091
– – ﹤0.01% 1212
2020
Q1 		$51K Buy
+22,091
New +$73.6K ﹤0.01% 1066

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

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

AE Wealth Management held its Aegon (AEG) position steady in Q2 2026 at 20,284 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

AE Wealth Management first reported a position in AEG in Q1 2020 and has held it in 26 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • AE Wealth Management held 20,284 shares of Aegon worth $171K as of Q2 2026.
  • AE Wealth Management left its Aegon share count unchanged in Q2 2026.
  • Aegon made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1764 holding.
  • AE Wealth Management first reported a position in Aegon in Q1 2020 and has held it in 26 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.