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Brinker Capital Investments’s Aegon AEG Stock Holding History

Brinker Capital Investments’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 		$224K Buy
26,590
+2,628
+11% +$21.7K ﹤0.01% 1768
2026
Q1 		$174K Sell
23,962
-706
-3% -$5.26K ﹤0.01% 1885
2025
Q4 		$190K Buy
24,668
+468
+2% +$3.58K ﹤0.01% 2034
2025
Q3 		$193K Buy
24,200
+3,425
+16% +$25.6K ﹤0.01% 1979
2025
Q2 		$150K Buy
20,775
+1,007
+5% +$6.73K ﹤0.01% 1926
2025
Q1 		$130K Sell
19,768
-247
-1% -$1.58K ﹤0.01% 1838
2024
Q4 		$118K Buy
20,015
+2,170
+12% +$13.6K ﹤0.01% 1787
2024
Q3 		$114K Sell
17,845
-648
-4% -$4.01K ﹤0.01% 1742
2024
Q2 		$113K Buy
18,493
+121
+0.7% +$764 ﹤0.01% 1677
2024
Q1 		$111K Sell
18,372
-372
-2% -$2.17K ﹤0.01% 1649
2023
Q4 		$109K Sell
18,744
-1,363
-7% -$7.08K ﹤0.01% 1614
2023
Q3 		$96.5K Sell
20,107
-3,742
-16% -$19.3K ﹤0.01% 1583
2023
Q2 		$121K Buy
23,849
+1,927
+9% +$8.83K ﹤0.01% 1591
2023
Q1 		$94.3K Buy
21,922
+1,164
+6% +$5.89K ﹤0.01% 1528
2022
Q4 		$105K Sell
20,758
-58
-0.3% -$269 ﹤0.01% 1312
2022
Q3 		$82K Sell
20,816
-1,154
-5% -$5.03K ﹤0.01% 1304
2022
Q2 		$94K Buy
21,970
+5,824
+36% +$28.9K ﹤0.01% 1327
2022
Q1 		$82K Buy
16,146
+4,725
+41% +$23.9K ﹤0.01% 1368
2021
Q4 		$54K Sell
11,421
-513
-4% -$2.4K ﹤0.01% 1368
2021
Q3 		$47K Sell
11,934
-230
-2% -$996 ﹤0.01% 1275
2021
Q2 		$47K Buy
+12,164
New +$51.8K ﹤0.01% 1327
2021
Q1 		– Sell
-20,754
Closed -$76K – 1166
2020
Q4 		$76K Buy
+20,754
New +$63.5K ﹤0.01% 1007

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

Brinker Capital Investments's AEG Position: Q2 2026 in Review

Brinker Capital Investments increased its Aegon (AEG) stake by 11% in Q2 2026, buying an estimated $21.7K and bringing the position to 26,590 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Brinker Capital Investments first reported a position in AEG in Q4 2020 and has held it in 22 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Brinker Capital Investments held 26,590 shares of Aegon worth $224K as of Q2 2026.
  • Brinker Capital Investments bought 2,628 Aegon shares in Q2 2026, an estimated $21.7K.
  • Aegon made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1768 holding.
  • Brinker Capital Investments first reported a position in Aegon in Q4 2020 and has held it in 22 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.