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

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

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Boit C.F. David's AEG Position: Q1 2026 in Review

Boit C.F. David held its Aegon (AEG) position steady in Q1 2026 at 14,695 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #98.

Boit C.F. David first reported a position in AEG in Q2 2021 and has held it in 14 quarters since. The position peaked at $117K in Q3 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

Boit C.F. David held 14,695 shares of Aegon worth $107K as of Q1 2026.
Boit C.F. David left its Aegon share count unchanged in Q1 2026.
Aegon made up 0.05% of Boit C.F. David's portfolio in Q1 2026, its #98 holding.
Boit C.F. David first reported a position in Aegon in Q2 2021 and has held it in 14 quarters since.
Boit C.F. David's Aegon position peaked at $117K in Q3 2025.
290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.