Cassaday & Co Wealth Management’s Aegon AEG Stock Holding History

Cassaday & Co Wealth Management’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	$85	Hold	10	–	–	﹤0.01%	1281
2026 Q1	$73	Buy	+10	New	+$75	﹤0.01%	1337

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cassaday & Co Wealth Management's AEG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Aegon (AEG) position steady in Q2 2026 at 10 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Cassaday & Co Wealth Management first reported a position in AEG in Q1 2026 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Cassaday & Co Wealth Management held 10 shares of Aegon worth $85 as of Q2 2026.
Cassaday & Co Wealth Management left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1281 holding.
Cassaday & Co Wealth Management first reported a position in Aegon in Q1 2026 and has held it in 2 quarters since.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.