Bell Investment Advisors’s Aegon AEG Stock Holding History

Bell Investment Advisors’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	$7.57K	Sell	1,042 -2,357	-69%	-$17.6K	﹤0.01%	799
2025 Q4	$26.2K	Hold	3,399	–	–	﹤0.01%	367
2025 Q3	$27.2K	Sell	3,399 -166	-5%	-$1.24K	﹤0.01%	343
2025 Q2	$25.8K	Hold	3,565	–	–	﹤0.01%	358
2025 Q1	$23.5K	Hold	3,565	–	–	﹤0.01%	346
2024 Q4	$21K	Sell	3,565 -425	-11%	-$2.66K	﹤0.01%	374
2024 Q3	$25.5K	Hold	3,990	–	–	﹤0.01%	343
2024 Q2	$24.5K	Sell	3,990 -311	-7%	-$1.96K	﹤0.01%	352
2024 Q1	$26K	Hold	4,301	–	–	0.01%	325
2023 Q4	$24.8K	Buy	4,301 +3,535	+461%	+$18.4K	0.01%	307
2023 Q3	$3.68K	Sell	766 -149	-16%	-$768	﹤0.01%	969
2023 Q2	$4.64K	Hold	915	–	–	﹤0.01%	858
2023 Q1	$3.94K	Buy	915 +149	+19%	+$754	﹤0.01%	894
2022 Q4	$3.86K	Hold	766	–	–	﹤0.01%	941
2022 Q3	$3K	Buy	766 +276	+56%	+$1.2K	﹤0.01%	861
2022 Q2	$2K	Buy	+490	New	+$2.43K	﹤0.01%	1073
2021 Q4	$4K	Buy	856 +188	+28%	+$879	﹤0.01%	826
2021 Q3	$3K	Buy	+668	New	+$2.89K	﹤0.01%	868

Other funds holding AEG

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

Dimensional Fund Advisors

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

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

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

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return