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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

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

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. 310 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.
  • 310 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.