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Allied Private Wealth’s Aegon AEG Stock Holding History

Allied Private Wealth’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 		$22.1K Buy
+2,532
New +$20.9K 0.01% 374

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

Allied Private Wealth's AEG Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Aegon (AEG) in Q2 2026: 2,532 shares worth $22.1K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings.

309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Allied Private Wealth held 2,532 shares of Aegon worth $22.1K as of Q2 2026.
  • Aegon was a new Allied Private Wealth position in Q2 2026.
  • Aegon made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #374 holding.
  • 309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.