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Callan Family Office’s Aegon AEG Stock Holding History

Callan Family Office’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 		$840K Buy
99,494
+1,177
+1% +$9.7K 0.02% 648
2026
Q1 		$714K Sell
98,317
-23,807
-19% -$177K 0.02% 654
2025
Q4 		$942K Buy
122,124
+76,588
+168% +$586K 0.02% 566
2025
Q3 		$364K Sell
45,536
-2,050
-4% -$15.3K 0.01% 640
2025
Q2 		$345K Buy
+47,586
New +$318K 0.01% 722

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

Callan Family Office's AEG Position: Q2 2026 in Review

Callan Family Office increased its Aegon (AEG) stake by 1.2% in Q2 2026, buying an estimated $9.7K and bringing the position to 99,494 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #648.

Callan Family Office first reported a position in AEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $942K in Q4 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Callan Family Office held 99,494 shares of Aegon worth $840K as of Q2 2026.
  • Callan Family Office bought 1,177 Aegon shares in Q2 2026, an estimated $9.7K.
  • Aegon made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #648 holding.
  • Callan Family Office first reported a position in Aegon in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Aegon position peaked at $942K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.