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Axxcess Wealth Management’s Aegon AEG Stock Holding History

Axxcess Wealth Management’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 		– Sell
-10,807
Closed -$83.3K – 387
2025
Q4 		$83.3K Hold
10,807
– – ﹤0.01% 1023
2025
Q3 		$86.3K Hold
10,807
– – ﹤0.01% 915
2025
Q2 		$78.2K Hold
10,807
– – ﹤0.01% 871
2025
Q1 		$71.2K Buy
10,807
+170
+2% +$1.09K ﹤0.01% 835
2024
Q4 		$62.7K Sell
10,637
-105
-1% -$658 ﹤0.01% 842
2024
Q3 		$68.6K Buy
10,742
+14
+0.1% +$87 ﹤0.01% 874
2024
Q2 		$65.8K Buy
+10,728
New +$67.8K ﹤0.01% 830
2024
Q1 		– Sell
-10,236
Closed -$59K – 869
2023
Q4 		$59K Sell
10,236
-1,924
-16% -$10K ﹤0.01% 815
2023
Q3 		$58.4K Buy
+12,160
New +$62.7K ﹤0.01% 783

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Axxcess Wealth Management's AEG Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Aegon (AEG) in Q1 2026, closing a stake of 10,807 shares — an estimated $83.3K sold.

Axxcess Wealth Management first reported a position in AEG in Q3 2023 and held it in 9 quarters. The position peaked at $86.3K in Q3 2025. 291 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,807 Aegon shares in Q1 2026, an estimated $83.3K.
  • Axxcess Wealth Management first reported a position in Aegon in Q3 2023 and held it in 9 quarters.
  • Axxcess Wealth Management's Aegon position peaked at $86.3K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.