American Capital Advisory’s Aegon AEG Stock Holding History

American Capital Advisory’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	-11	Closed	-$85	–	1142
2025 Q4	$85	Sell	11 -12	-52%	-$92	﹤0.01%	1016
2025 Q3	$184	Buy	+23	New	+$172	﹤0.01%	891

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

American Capital Advisory's AEG Position: Q1 2026 in Review

American Capital Advisory sold out of Aegon (AEG) in Q1 2026, closing a stake of 11 shares — an estimated $85 sold.

American Capital Advisory first reported a position in AEG in Q3 2025 and held it in 2 quarters. The position peaked at $184 in Q3 2025. 291 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

American Capital Advisory reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
American Capital Advisory sold 11 Aegon shares in Q1 2026, an estimated $85.
American Capital Advisory first reported a position in Aegon in Q3 2025 and held it in 2 quarters.
American Capital Advisory's Aegon position peaked at $184 in Q3 2025.
291 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.