Bartlett & Co Wealth Management’s Aegon AEG Stock Holding History

Bartlett & Co 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 Q2	$43.4K	Hold	5,000	–	–	﹤0.01%	770
2026 Q1	$40.2K	Hold	5,000	–	–	﹤0.01%	723
2025 Q4	$38.5K	Hold	5,000	–	–	﹤0.01%	713
2025 Q3	$40K	Hold	5,000	–	–	﹤0.01%	707
2025 Q2	$37.3K	Hold	5,000	–	–	﹤0.01%	709
2025 Q1	$33K	Hold	5,000	–	–	﹤0.01%	731
2024 Q4	$29.4K	Hold	5,000	–	–	﹤0.01%	744
2024 Q3	$31.9K	Hold	5,000	–	–	﹤0.01%	737
2024 Q2	$31.5K	Hold	5,000	–	–	﹤0.01%	746
2024 Q1	$30.3K	Hold	5,000	–	–	﹤0.01%	747
2023 Q4	$28.9K	Hold	5,000	–	–	﹤0.01%	801
2023 Q3	$24K	Hold	5,000	–	–	﹤0.01%	785
2023 Q2	$25.4K	Hold	5,000	–	–	﹤0.01%	778
2023 Q1	$21.5K	Hold	5,000	–	–	﹤0.01%	698
2022 Q4	$25.2K	Hold	5,000	–	–	﹤0.01%	679
2022 Q3	$19.8K	Sell	5,000 -119	-2%	-$518	﹤0.01%	707
2022 Q2	$22.4K	Sell	5,119 -109	-2%	-$541	﹤0.01%	712
2022 Q1	$26.4K	Buy	+5,228	New	+$26.4K	﹤0.01%	691
2021 Q4	–	Sell	-5,228	Closed	-$25.4K	–	412
2021 Q3	$25.4K	Sell	5,228 -101	-2%	-$438	﹤0.01%	611
2021 Q2	$21K	Sell	5,329 -90	-2%	-$383	﹤0.01%	618
2021 Q1	$23.6K	Hold	5,419	–	–	﹤0.01%	644
2020 Q4	$19.8K	Buy	+5,419	New	+$16.6K	﹤0.01%	668

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

Bartlett & Co Wealth Management's AEG Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Aegon (AEG) position steady in Q2 2026 at 5,000 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Bartlett & Co Wealth Management first reported a position in AEG in Q4 2020 and has held it in 22 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Bartlett & Co Wealth Management held 5,000 shares of Aegon worth $43.4K as of Q2 2026.
Bartlett & Co Wealth Management left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #770 holding.
Bartlett & Co Wealth Management first reported a position in Aegon in Q4 2020 and has held it in 22 quarters since.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.