Atria Investments’s Aegon AEG Stock Holding History

Atria Investments’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	$91.4K	Sell	12,591 -39,706	-76%	-$296K	﹤0.01%	2009
2025 Q4	$403K	Sell	52,297 -725	-1%	-$5.54K	﹤0.01%	1573
2025 Q3	$424K	Sell	53,022 -184	-0.3%	-$1.37K	﹤0.01%	1513
2025 Q2	$385K	Buy	53,206 +646	+1%	+$4.32K	﹤0.01%	1565
2025 Q1	$346K	Buy	52,560 +6,365	+14%	+$40.7K	﹤0.01%	1541
2024 Q4	$272K	Sell	46,195 -23,640	-34%	-$148K	﹤0.01%	1641
2024 Q3	$446K	Sell	69,835 -1,273	-2%	-$7.88K	0.01%	1390
2024 Q2	$436K	Buy	+71,108	New	+$449K	0.01%	1373
2019 Q1	–	Sell	-46,037	Closed	-$183K	–	925
2018 Q4	$183K	Sell	46,037 -7,116	-13%	-$34.7K	0.01%	826
2018 Q3	$293K	Buy	53,153 +1,868	+4%	+$9.71K	0.01%	776
2018 Q2	$253K	Buy	51,285 +11,229	+28%	+$61.8K	0.01%	798
2018 Q1	$221K	Buy	+40,056	New	+$221K	0.01%	782
2013 Q3	–	Sell	-17,955	Closed	-$82K	–	444
2013 Q2	$82K	Buy	+17,955	New	+$79.3K	0.01%	389

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Atria Investments's AEG Position: Q1 2026 in Review

Atria Investments reduced its Aegon (AEG) stake by 76% in Q1 2026, selling an estimated $296K and leaving 12,591 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

Atria Investments first reported a position in AEG in Q2 2013 and has held it in 13 quarters since. The position peaked at $446K in Q3 2024. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

Atria Investments held 12,591 shares of Aegon worth $91.4K as of Q1 2026.
Atria Investments sold 39,706 Aegon shares in Q1 2026, an estimated $296K.
Aegon made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #2009 holding.
Atria Investments first reported a position in Aegon in Q2 2013 and has held it in 13 quarters since.
Atria Investments's Aegon position peaked at $446K in Q3 2024.
290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.