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Alliance Wealth Advisors (Utah)’s Aegon AEG Stock Holding History

Alliance Wealth Advisors (Utah)’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
-10,366
Closed -$79.9K – 230
2025
Q4 		$79.9K Sell
10,366
-1,748
-14% -$13.4K 0.02% 250
2025
Q3 		$96.8K Buy
12,114
+53
+0.4% +$396 0.02% 281
2025
Q2 		$87.3K Buy
12,061
+134
+1% +$896 0.02% 269
2025
Q1 		$78.6K Buy
11,927
+415
+4% +$2.65K 0.02% 254
2024
Q4 		$67.8K Buy
+11,512
New +$72.2K 0.02% 256
2023
Q2 		– Sell
-11,205
Closed -$48.2K – 222
2023
Q1 		$48.2K Buy
11,205
+890
+9% +$4.5K 0.02% 221
2022
Q4 		$52K Buy
+10,315
New +$47.8K 0.02% 214

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s AEG Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Aegon (AEG) in Q1 2026, closing a stake of 10,366 shares — an estimated $79.9K sold.

Alliance Wealth Advisors (Utah) first reported a position in AEG in Q4 2022 and held it in 7 quarters. The position peaked at $96.8K in Q3 2025. 291 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 10,366 Aegon shares in Q1 2026, an estimated $79.9K.
  • Alliance Wealth Advisors (Utah) first reported a position in Aegon in Q4 2022 and held it in 7 quarters.
  • Alliance Wealth Advisors (Utah)'s Aegon position peaked at $96.8K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.