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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
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 $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 $926M AUM 45.9% 1-Year Est. Return

Bruce G. Allen Investments's AEG Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Aegon (AEG) stake by 11% in Q1 2026, selling an estimated $238 and leaving 259 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Bruce G. Allen Investments first reported a position in AEG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.73K in Q2 2024. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Bruce G. Allen Investments held 259 shares of Aegon worth $1.88K as of Q1 2026.
  • Bruce G. Allen Investments sold 32 Aegon shares in Q1 2026, an estimated $238.
  • Aegon made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #701 holding.
  • Bruce G. Allen Investments first reported a position in Aegon in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Aegon position peaked at $3.73K in Q2 2024.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.