Arax Advisory Partners’s Aegon AEG Stock Holding History

Arax Advisory Partners’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	$214K	Buy	25,356 +25,207	+16,917%	+$208K	﹤0.01%	2207
2026 Q1	$1.08K	Sell	149 -584	-80%	-$4.35K	﹤0.01%	3280
2025 Q4	$5.65K	Sell	733 -19,809	-96%	-$151K	﹤0.01%	2784
2025 Q3	$164K	Buy	20,542 +20,426	+17,609%	+$153K	﹤0.01%	1335
2025 Q2	$840	Hold	116	–	–	﹤0.01%	2835
2025 Q1	$765	Hold	116	–	–	﹤0.01%	2401
2024 Q4	$684	Hold	116	–	–	﹤0.01%	2255
2024 Q3	$742	Buy	+116	New	+$718	﹤0.01%	2330
2024 Q2	–	Sell	-144	Closed	-$872	–	2541
2024 Q1	$872	Hold	144	–	–	﹤0.01%	1171
2023 Q4	$830	Sell	144 -599	-81%	-$3.11K	﹤0.01%	1155
2023 Q3	$3.56K	Buy	743 +20	+3%	+$103	﹤0.01%	936
2023 Q2	$3.67K	Buy	+723	New	+$3.31K	﹤0.01%	922
2021 Q3	–	Sell	-350	Closed	-$1K	–	988
2021 Q2	$1K	Buy	+350	New	+$1.49K	﹤0.01%	871
2018 Q4	–	Sell	-21,725	Closed	-$120K	–	558
2018 Q3	$120K	Sell	21,725 -9,028	-29%	-$46.9K	0.05%	173
2018 Q2	$151K	Buy	30,753 +3,919	+15%	+$21.6K	0.07%	119
2018 Q1	$147K	Sell	26,834 -28,742	-52%	-$158K	0.08%	106
2017 Q4	$284K	Sell	55,576 -7,990	-13%	-$38.9K	0.12%	68
2017 Q3	$299K	Sell	63,566 -635	-1%	-$2.88K	0.14%	63
2017 Q2	$260K	Buy	64,201 +18,834	+42%	+$73.7K	0.12%	68
2017 Q1	$179K	Buy	45,367 +3,166	+8%	+$13.4K	0.09%	75
2016 Q4	$180K	Buy	+42,201	New	+$157K	0.09%	65

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

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Arax Advisory Partners's AEG Position: Q2 2026 in Review

Arax Advisory Partners increased its Aegon (AEG) stake by 16,917% in Q2 2026, buying an estimated $208K and bringing the position to 25,356 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

Arax Advisory Partners first reported a position in AEG in Q4 2016 and has held it in 21 quarters since. The position peaked at $299K in Q3 2017. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Arax Advisory Partners held 25,356 shares of Aegon worth $214K as of Q2 2026.
Arax Advisory Partners bought 25,207 Aegon shares in Q2 2026, an estimated $208K.
Aegon made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2207 holding.
Arax Advisory Partners first reported a position in Aegon in Q4 2016 and has held it in 21 quarters since.
Arax Advisory Partners's Aegon position peaked at $299K in Q3 2017.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.