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Bruce G. Allen Investments’s Aegon AEG Stock Holding History

Bruce G. Allen 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 		$2.19K Hold
259
– – ﹤0.01% 671
2026
Q1 		$1.88K Sell
259
-32
-11% -$238 ﹤0.01% 701
2025
Q4 		$2.24K Buy
291
+32
+12% +$245 ﹤0.01% 681
2025
Q3 		$2.07K Sell
259
-154
-37% -$1.15K ﹤0.01% 698
2025
Q2 		$2.99K Buy
413
+107
+35% +$715 ﹤0.01% 647
2025
Q1 		$2.02K Sell
306
-63
-17% -$403 ﹤0.01% 706
2024
Q4 		$2.17K Hold
369
– – ﹤0.01% 695
2024
Q3 		$2.36K Sell
369
-240
-39% -$1.49K ﹤0.01% 689
2024
Q2 		$3.73K Buy
609
+240
+65% +$1.52K ﹤0.01% 605
2024
Q1 		$2.23K Hold
369
– – ﹤0.01% 693
2023
Q4 		$2.13K Buy
+369
New +$1.92K ﹤0.01% 728

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
Quantinno Capital Management
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

Bruce G. Allen Investments's AEG Position: Q2 2026 in Review

Bruce G. Allen Investments held its Aegon (AEG) position steady in Q2 2026 at 259 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Bruce G. Allen Investments first reported a position in AEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.73K in Q2 2024. 311 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Bruce G. Allen Investments held 259 shares of Aegon worth $2.19K as of Q2 2026.
  • Bruce G. Allen Investments left its Aegon share count unchanged in Q2 2026.
  • Aegon made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #671 holding.
  • Bruce G. Allen Investments first reported a position in Aegon in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Aegon position peaked at $3.73K in Q2 2024.
  • 311 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.