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Boit C.F. David’s Aegon AEG Stock Holding History

Boit C.F. David’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 		$124K Hold
14,695
– – 0.05% 85
2026
Q1 		$107K Hold
14,695
– – 0.05% 98
2025
Q4 		$112K Hold
14,695
– – 0.05% 97
2025
Q3 		$117K Hold
14,695
– – 0.05% 96
2025
Q2 		$106K Hold
14,695
– – 0.05% 98
2025
Q1 		$96.8K Hold
14,695
– – 0.05% 99
2024
Q4 		$86.6K Hold
14,695
– – 0.04% 102
2024
Q3 		$91.3K Hold
14,695
– – 0.05% 105
2024
Q2 		$90.1K Hold
14,695
– – 0.05% 106
2024
Q1 		$91.7K Hold
14,695
– – 0.05% 99
2023
Q4 		$83.2K Buy
+14,695
New +$76.4K 0.05% 108
2022
Q1 		$78K Hold
15,365
– – 0.05% 88
2021
Q4 		$73K Hold
15,365
– – 0.05% 94
2021
Q3 		$75K Sell
15,365
-35
-0.2% -$152 0.05% 93
2021
Q2 		$60K Buy
+15,400
New +$65.6K 0.05% 88

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Boit C.F. David's AEG Position: Q2 2026 in Review

Boit C.F. David held its Aegon (AEG) position steady in Q2 2026 at 14,695 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #85.

Boit C.F. David first reported a position in AEG in Q2 2021 and has held it in 15 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Boit C.F. David held 14,695 shares of Aegon worth $124K as of Q2 2026.
  • Boit C.F. David left its Aegon share count unchanged in Q2 2026.
  • Aegon made up 0.05% of Boit C.F. David's portfolio in Q2 2026, its #85 holding.
  • Boit C.F. David first reported a position in Aegon in Q2 2021 and has held it in 15 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.