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Cary Street Partners’s Aegon AEG Stock Holding History

Cary Street Partners’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 		$229K Buy
27,145
+157
+0.6% +$1.29K 0.01% 884
2026
Q1 		$196K Hold
26,988
– – ﹤0.01% 837
2025
Q4 		$208K Sell
26,988
-2,856
-10% -$21.8K 0.01% 826
2025
Q3 		$238K Sell
29,844
-409
-1% -$3.05K 0.01% 743
2025
Q2 		$219K Sell
30,253
-1,093
-3% -$7.31K 0.01% 741
2025
Q1 		$207K Sell
31,346
-3,715
-11% -$23.8K 0.01% 733
2024
Q4 		$207K Buy
+35,061
New +$220K 0.01% 717

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's AEG Position: Q2 2026 in Review

Cary Street Partners increased its Aegon (AEG) stake by 0.58% in Q2 2026, buying an estimated $1.29K and bringing the position to 27,145 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #884.

Cary Street Partners first reported a position in AEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $238K in Q3 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Cary Street Partners held 27,145 shares of Aegon worth $229K as of Q2 2026.
  • Cary Street Partners bought 157 Aegon shares in Q2 2026, an estimated $1.29K.
  • Aegon made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #884 holding.
  • Cary Street Partners first reported a position in Aegon in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Aegon position peaked at $238K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

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