CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Aegon AEG Stock Holding History

CAPTRUST Financial Advisors’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 		$260K Buy
30,861
+5,093
+20% +$42K ﹤0.01% 2695
2026
Q1 		$187K Buy
25,768
+7,135
+38% +$53.2K ﹤0.01% 2703
2025
Q4 		$144K Sell
18,633
-152
-0.8% -$1.16K ﹤0.01% 2571
2025
Q3 		$150K Buy
18,785
+1,349
+8% +$10.1K ﹤0.01% 2467
2025
Q2 		$126K Sell
17,436
-1,511
-8% -$10.1K ﹤0.01% 2362
2025
Q1 		$125K Buy
+18,947
New +$121K ﹤0.01% 2219
2024
Q4 		– Sell
-15,083
Closed -$96.4K – 2295
2024
Q3 		$96.4K Buy
15,083
+2,795
+23% +$17.3K ﹤0.01% 2204
2024
Q2 		$75.3K Buy
12,288
+511
+4% +$3.23K ﹤0.01% 2127
2024
Q1 		$71.3K Sell
11,777
-13,255
-53% -$77.2K ﹤0.01% 2070
2023
Q4 		$144K Sell
25,032
-97
-0.4% -$504 ﹤0.01% 2475
2023
Q3 		$121K Buy
25,129
+10,842
+76% +$55.9K ﹤0.01% 2408
2023
Q2 		$72.4K Sell
14,287
-3,307
-19% -$15.2K ﹤0.01% 2410
2023
Q1 		$75.7K Buy
+17,594
New +$89K ﹤0.01% 2186
2022
Q4 		– Sell
-10,409
Closed -$41K – 2056
2022
Q3 		$41K Buy
10,409
+3,084
+42% +$13.4K ﹤0.01% 1994
2022
Q2 		$32K Buy
7,325
+1,856
+34% +$9.21K ﹤0.01% 3074
2022
Q1 		$28K Sell
5,469
-1,561
-22% -$7.89K ﹤0.01% 3186
2021
Q4 		$33K Buy
7,030
+5,457
+347% +$25.5K ﹤0.01% 2956
2021
Q3 		$8K Sell
1,573
-30
-2% -$130 ﹤0.01% 3716
2021
Q2 		$6K Buy
1,603
+1,052
+191% +$4.48K ﹤0.01% 3757
2021
Q1 		$2K Buy
+551
New +$2.31K ﹤0.01% 4002
2020
Q4 		– Sell
-829
Closed -$2K – 3392
2020
Q3 		$2K Sell
829
-1,080
-57% -$2.87K ﹤0.01% 2735
2020
Q2 		$5K Buy
+1,909
New +$4.69K ﹤0.01% 2378

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

CAPTRUST Financial Advisors's AEG Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Aegon (AEG) stake by 20% in Q2 2026, buying an estimated $42K and bringing the position to 30,861 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

CAPTRUST Financial Advisors first reported a position in AEG in Q2 2020 and has held it in 22 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • CAPTRUST Financial Advisors held 30,861 shares of Aegon worth $260K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 5,093 Aegon shares in Q2 2026, an estimated $42K.
  • Aegon made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2695 holding.
  • CAPTRUST Financial Advisors first reported a position in Aegon in Q2 2020 and has held it in 22 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.