Cerity Partners
AEG icon

Cerity Partners’s Aegon AEG Stock Holding History

Cerity 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 		$1.35M Sell
159,920
-3,894
-2% -$32.1K ﹤0.01% 1807
2026
Q1 		$1.19M Buy
163,814
+2,079
+1% +$15.5K ﹤0.01% 1766
2025
Q4 		$1.25M Buy
161,735
+22,551
+16% +$172K ﹤0.01% 1600
2025
Q3 		$1.11M Buy
139,184
+9,582
+7% +$71.5K ﹤0.01% 1551
2025
Q2 		$938K Buy
129,602
+3,841
+3% +$25.7K ﹤0.01% 1542
2025
Q1 		$829K Sell
125,761
-12,834
-9% -$82.1K ﹤0.01% 1507
2024
Q4 		$838K Sell
138,595
-10,437
-7% -$65.4K ﹤0.01% 1498
2024
Q3 		$952K Buy
149,032
+49,182
+49% +$304K ﹤0.01% 1414
2024
Q2 		$612K Sell
99,850
-29,313
-23% -$185K ﹤0.01% 1452
2024
Q1 		$781K Buy
129,163
+41,747
+48% +$243K ﹤0.01% 1393
2023
Q4 		$504K Buy
87,416
+9,123
+12% +$47.4K ﹤0.01% 1271
2023
Q3 		$376K Sell
78,293
-8,200
-9% -$42.3K ﹤0.01% 1072
2023
Q2 		$439K Buy
86,493
+37,401
+76% +$171K ﹤0.01% 1238
2023
Q1 		$211K Buy
49,092
+10,633
+28% +$53.8K ﹤0.01% 1690
2022
Q4 		$194K Buy
38,459
+2,825
+8% +$13.1K ﹤0.01% 1348
2022
Q3 		$141K Buy
35,634
+431
+1% +$1.88K ﹤0.01% 1092
2022
Q2 		$150K Buy
+35,203
New +$175K ﹤0.01% 1106
2022
Q1 		– Sell
-18,502
Closed -$87K – 939
2021
Q4 		$87K Buy
+18,502
New +$86.5K ﹤0.01% 989

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

Cerity Partners's AEG Position: Q2 2026 in Review

Cerity Partners reduced its Aegon (AEG) stake by 2.4% in Q2 2026, selling an estimated $32.1K and leaving 159,920 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Cerity Partners first reported a position in AEG in Q4 2021 and has held it in 18 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Cerity Partners held 159,920 shares of Aegon worth $1.35M as of Q2 2026.
  • Cerity Partners sold 3,894 Aegon shares in Q2 2026, an estimated $32.1K.
  • Aegon made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1807 holding.
  • Cerity Partners first reported a position in Aegon in Q4 2021 and has held it in 18 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.