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Cary Street Partners Investment Advisory’s Aegon AEG Stock Holding History

Cary Street Partners Investment Advisory’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 		$22.4K Buy
2,656
+680
+34% +$5.6K ﹤0.01% 656
2026
Q1 		$14.3K Sell
1,976
-936
-32% -$6.97K ﹤0.01% 620
2025
Q4 		$22.5K Buy
2,912
+902
+45% +$6.9K 0.01% 581
2025
Q3 		$16.1K Buy
2,010
+1,105
+122% +$8.25K 0.01% 522
2025
Q2 		$6.55K Buy
905
+280
+45% +$1.87K ﹤0.01% 534
2025
Q1 		$4.12K Buy
625
+524
+519% +$3.35K ﹤0.01% 518
2024
Q4 		$595 Sell
101
-34,699
-100% -$218K ﹤0.01% 501
2024
Q3 		$222K Buy
34,800
+308
+0.9% +$1.91K 0.01% 702
2024
Q2 		$211K Buy
34,492
+107
+0.3% +$676 0.01% 699
2024
Q1 		$208K Sell
34,385
-512
-1% -$2.98K 0.01% 668
2023
Q4 		$201K Sell
34,897
-4,855
-12% -$25.2K 0.01% 624
2023
Q3 		$191K Hold
39,752
– – 0.01% 567
2023
Q2 		$202K Hold
39,752
– – 0.01% 507
2023
Q1 		$171K Hold
39,752
– – 0.01% 500
2022
Q4 		$200K Sell
39,752
-714
-2% -$3.31K 0.01% 470
2022
Q3 		$160K Buy
40,466
+1,377
+4% +$6K 0.01% 467
2022
Q2 		$167K Buy
+39,089
New +$194K 0.01% 445

Other funds holding AEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Cary Street Partners Investment Advisory's AEG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Aegon (AEG) stake by 34% in Q2 2026, buying an estimated $5.6K and bringing the position to 2,656 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Cary Street Partners Investment Advisory first reported a position in AEG in Q2 2022 and has held it in 17 quarters since. The position peaked at $222K in Q3 2024. 184 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,656 shares of Aegon worth $22.4K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 680 Aegon shares in Q2 2026, an estimated $5.6K.
  • Aegon made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #656 holding.
  • Cary Street Partners Investment Advisory first reported a position in Aegon in Q2 2022 and has held it in 17 quarters since.
  • Cary Street Partners Investment Advisory's Aegon position peaked at $222K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.