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Blue Trust Inc’s Aegon AEG Stock Holding History

Blue Trust Inc’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 		$118K Buy
16,213
+1,292
+9% +$9.63K ﹤0.01% 955
2025
Q4 		$115K Sell
14,921
-3,306
-18% -$25.3K ﹤0.01% 986
2025
Q3 		$146K Sell
18,227
-1,587
-8% -$11.8K ﹤0.01% 925
2025
Q2 		$143K Buy
19,814
+4,774
+32% +$31.9K ﹤0.01% 888
2025
Q1 		$99.1K Buy
15,040
+856
+6% +$5.47K ﹤0.01% 995
2024
Q4 		$83.5K Sell
14,184
-76,123
-84% -$477K ﹤0.01% 1010
2024
Q3 		$554K Buy
90,307
+65,873
+270% +$408K 0.01% 425
2024
Q2 		$148K Buy
24,434
+20,452
+514% +$129K ﹤0.01% 816
2024
Q1 		$24.1K Sell
3,982
-8,087
-67% -$47.1K ﹤0.01% 1159
2023
Q4 		$58K Buy
12,069
+10,296
+581% +$53.5K ﹤0.01% 871
2023
Q3 		$9K Hold
1,773
– – ﹤0.01% 1425
2023
Q2 		$8K Sell
1,773
-1,388
-44% -$6.36K ﹤0.01% 1363
2023
Q1 		$16K Sell
3,161
-6,541
-67% -$33.1K ﹤0.01% 1439
2022
Q4 		$38K Sell
9,702
-1,014
-9% -$4.7K ﹤0.01% 1033
2022
Q3 		$47K Buy
10,716
+3,365
+46% +$14.7K ﹤0.01% 769
2022
Q2 		$38K Buy
+7,351
New +$36.5K ﹤0.01% 765

Other funds holding AEG

Dodge & Cox
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
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
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

Blue Trust Inc's AEG Position: Q1 2026 in Review

Blue Trust Inc increased its Aegon (AEG) stake by 8.7% in Q1 2026, buying an estimated $9.63K and bringing the position to 16,213 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Blue Trust Inc first reported a position in AEG in Q2 2022 and has held it in 16 quarters since. The position peaked at $554K in Q3 2024. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Blue Trust Inc held 16,213 shares of Aegon worth $118K as of Q1 2026.
  • Blue Trust Inc bought 1,292 Aegon shares in Q1 2026, an estimated $9.63K.
  • Aegon made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #955 holding.
  • Blue Trust Inc first reported a position in Aegon in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Aegon position peaked at $554K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.