Burk Holdings’s Aegon AEG Stock Holding History

Burk Holdings’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	$920	Hold	109	–	–	﹤0.01%	585
2026 Q1	$791	Buy	+109	New	+$812	﹤0.01%	618

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Burk Holdings's AEG Position: Q2 2026 in Review

Burk Holdings held its Aegon (AEG) position steady in Q2 2026 at 109 shares worth $920. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Burk Holdings first reported a position in AEG in Q1 2026 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Burk Holdings held 109 shares of Aegon worth $920 as of Q2 2026.
Burk Holdings left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #585 holding.
Burk Holdings first reported a position in Aegon in Q1 2026 and has held it in 2 quarters since.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.