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Angeles Wealth Management’s Aegon AEG Stock Holding History

Angeles 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 		$87.1K Buy
+10,048
New +$82.8K ﹤0.01% 547
2023
Q2 		– Sell
-10,003
Closed -$43K – 218
2023
Q1 		$43K Sell
10,003
-1,030
-9% -$5.21K 0.01% 191
2022
Q4 		$55.6K Buy
+11,033
New +$51.1K 0.01% 190

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

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

Angeles Wealth Management opened a new position in Aegon (AEG) in Q2 2026: 10,048 shares worth $87.1K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Angeles Wealth Management previously reported a position in AEG as recently as Q1 2023.

Angeles Wealth Management first reported a position in AEG in Q4 2022 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Angeles Wealth Management held 10,048 shares of Aegon worth $87.1K as of Q2 2026.
  • Aegon was a new Angeles Wealth Management position in Q2 2026.
  • Aegon made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Angeles Wealth Management first reported a position in Aegon in Q4 2022 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.