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Burns Matteson Capital Management’s Aegon AEG Stock Holding History

Burns Matteson Capital Management’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 		– Sell
-24,866
Closed -$192K – 199
2025
Q4 		$192K Buy
24,866
+909
+4% +$6.95K 0.07% 192
2025
Q3 		$191K Buy
23,957
+4,654
+24% +$34.8K 0.08% 191
2025
Q2 		$140K Buy
19,303
+5,287
+38% +$35.3K 0.07% 179
2025
Q1 		$92.4K Buy
14,016
+3,424
+32% +$21.9K 0.05% 171
2024
Q4 		$62.4K Sell
10,592
-233
-2% -$1.46K 0.04% 158
2024
Q3 		$69.2K Sell
10,825
-2,192
-17% -$13.6K 0.04% 155
2024
Q2 		$79.8K Buy
+13,017
New +$82.2K 0.05% 152
2023
Q2 		– Sell
-15,538
Closed -$66.8K – 140
2023
Q1 		$66.8K Buy
15,538
+215
+1% +$1.09K 0.04% 135
2022
Q4 		$77.2K Sell
15,323
-1,071
-7% -$4.96K 0.05% 134
2022
Q3 		$64.9K Sell
16,394
-390
-2% -$1.7K 0.05% 116
2022
Q2 		$71.8K Buy
16,784
+30
+0.2% +$149 0.05% 111
2022
Q1 		$84.8K Buy
+16,754
New +$84.7K 0.06% 115

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

Burns Matteson Capital Management's AEG Position: Q1 2026 in Review

Burns Matteson Capital Management sold out of Aegon (AEG) in Q1 2026, closing a stake of 24,866 shares — an estimated $192K sold.

Burns Matteson Capital Management first reported a position in AEG in Q1 2022 and held it in 12 quarters. The position peaked at $192K in Q4 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Burns Matteson Capital Management reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
  • Burns Matteson Capital Management sold 24,866 Aegon shares in Q1 2026, an estimated $192K.
  • Burns Matteson Capital Management first reported a position in Aegon in Q1 2022 and held it in 12 quarters.
  • Burns Matteson Capital Management's Aegon position peaked at $192K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Burns Matteson Capital Management's 13F filing for Q1 2026, filed 15 May 2026.