Atria Wealth Solutions’s Aegon AEG Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-29,437	Closed	-$194K	–	1468
2025 Q1	$194K	Hold	29,437	–	–	﹤0.01%	1729
2024 Q4	$173K	Hold	29,437	–	–	﹤0.01%	1856
2024 Q3	$188K	Hold	29,437	–	–	﹤0.01%	1805
2024 Q2	$186K	Sell	29,437 -78	-0.3%	-$493	﹤0.01%	1797
2024 Q1	$179K	Sell	29,515 -506	-2%	-$2.94K	﹤0.01%	1842
2023 Q4	$173K	Buy	+30,021	New	+$156K	﹤0.01%	1804
2023 Q3	–	Sell	-29,507	Closed	-$150K	–	1860
2023 Q2	$150K	Sell	29,507 -324	-1%	-$1.49K	﹤0.01%	1748
2023 Q1	$128K	Hold	29,831	–	–	﹤0.01%	1733
2022 Q4	$150K	Hold	29,831	–	–	﹤0.01%	1658
2022 Q3	$118K	Sell	29,831 -698	-2%	-$3.04K	﹤0.01%	1621
2022 Q2	$133K	Buy	+30,529	New	+$151K	﹤0.01%	1506

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Atria Wealth Solutions's AEG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Aegon (AEG) in Q2 2025, closing a stake of 29,437 shares — an estimated $194K sold.

Atria Wealth Solutions first reported a position in AEG in Q2 2022 and held it in 11 quarters. The position peaked at $194K in Q1 2025. 267 funds tracked by Wall St. Rank hold AEG as of Q2 2025.

Atria Wealth Solutions reported no remaining Aegon position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 29,437 Aegon shares in Q2 2025, an estimated $194K.
Atria Wealth Solutions first reported a position in Aegon in Q2 2022 and held it in 11 quarters.
Atria Wealth Solutions's Aegon position peaked at $194K in Q1 2025.
267 funds tracked by Wall St. Rank held Aegon as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.