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Beverly Hills Private Wealth’s Aegon AEG Stock Holding History

Beverly Hills Private Wealth’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
-17,851
Closed -$138K – 351
2025
Q4 		$138K Hold
17,851
– – 0.02% 326
2025
Q3 		$143K Sell
17,851
-3,280
-16% -$24.5K 0.03% 336
2025
Q2 		$153K Sell
21,131
-1,208
-5% -$8.07K 0.03% 333
2025
Q1 		$147K Buy
22,339
+483
+2% +$3.09K 0.03% 333
2024
Q4 		$129K Sell
21,856
-296
-1% -$1.86K 0.03% 328
2024
Q3 		$142K Sell
22,152
-6,307
-22% -$39K 0.03% 330
2024
Q2 		$174K Buy
+28,459
New +$180K 0.04% 340
2023
Q2 		– Sell
-39,775
Closed -$171K – 319
2023
Q1 		$171K Buy
39,775
+16,479
+71% +$83.4K 0.05% 268
2022
Q4 		$117K Buy
+23,296
New +$108K 0.05% 224

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

Beverly Hills Private Wealth's AEG Position: Q1 2026 in Review

Beverly Hills Private Wealth sold out of Aegon (AEG) in Q1 2026, closing a stake of 17,851 shares — an estimated $138K sold.

Beverly Hills Private Wealth first reported a position in AEG in Q4 2022 and held it in 9 quarters. The position peaked at $174K in Q2 2024. 291 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Beverly Hills Private Wealth reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 17,851 Aegon shares in Q1 2026, an estimated $138K.
  • Beverly Hills Private Wealth first reported a position in Aegon in Q4 2022 and held it in 9 quarters.
  • Beverly Hills Private Wealth's Aegon position peaked at $174K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.