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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
Q2 		$85.9K Sell
10,179
-2,412
-19% -$19.9K ﹤0.01% 2094
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
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

Atria Investments's AEG Position: Q2 2026 in Review

Atria Investments reduced its Aegon (AEG) stake by 19% in Q2 2026, selling an estimated $19.9K and leaving 10,179 shares worth $85.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Atria Investments first reported a position in AEG in Q2 2013 and has held it in 14 quarters since. The position peaked at $446K in Q3 2024. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Atria Investments held 10,179 shares of Aegon worth $85.9K as of Q2 2026.
  • Atria Investments sold 2,412 Aegon shares in Q2 2026, an estimated $19.9K.
  • Aegon made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2094 holding.
  • Atria Investments first reported a position in Aegon in Q2 2013 and has held it in 14 quarters since.
  • Atria Investments's Aegon position peaked at $446K in Q3 2024.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.