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Annis Gardner Whiting Capital Advisors’s Aegon AEG Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q3 		– Sell
-72
Closed -$522 – 1184
2025
Q2 		$522 Buy
+72
New +$481 ﹤0.01% 1178

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's AEG Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Aegon (AEG) in Q3 2025, closing a stake of 72 shares — an estimated $522 sold.

Annis Gardner Whiting Capital Advisors first reported a position in AEG in Q2 2025 and held it in 1 quarter. The position peaked at $522 in Q2 2025. 281 funds tracked by Wall St. Rank hold AEG as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Aegon position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 72 Aegon shares in Q3 2025, an estimated $522.
  • Annis Gardner Whiting Capital Advisors first reported a position in Aegon in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Aegon position peaked at $522 in Q2 2025.
  • 281 funds tracked by Wall St. Rank held Aegon as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.