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 Q2	$8.79K	Hold	1,042	–	–	﹤0.01%	754
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 $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

Bell Investment Advisors's AEG Position: Q2 2026 in Review

Bell Investment Advisors held its Aegon (AEG) position steady in Q2 2026 at 1,042 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Bell Investment Advisors first reported a position in AEG in Q3 2021 and has held it in 19 quarters since. The position peaked at $27.2K in Q3 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Bell Investment Advisors held 1,042 shares of Aegon worth $8.79K as of Q2 2026.
Bell Investment Advisors left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #754 holding.
Bell Investment Advisors first reported a position in Aegon in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Aegon position peaked at $27.2K in Q3 2025.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.