Cetera Investment Advisers
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Cetera Investment Advisers’s Aegon AEG Stock Holding History

Cetera Investment Advisers’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 		$227K Buy
26,886
+441
+2% +$3.63K ﹤0.01% 4385
2026
Q1 		$192K Sell
26,445
-36,058
-58% -$269K ﹤0.01% 4297
2025
Q4 		$482K Sell
62,503
-7,124
-10% -$54.5K ﹤0.01% 3472
2025
Q3 		$556K Buy
69,627
+6,993
+11% +$52.2K ﹤0.01% 3292
2025
Q2 		$453K Sell
62,634
-394
-0.6% -$2.63K ﹤0.01% 3045
2025
Q1 		$415K Buy
63,028
+4,453
+8% +$28.5K ﹤0.01% 3000
2024
Q4 		$345K Sell
58,575
-2,449
-4% -$15.4K ﹤0.01% 2988
2024
Q3 		$390K Sell
61,024
-3,417
-5% -$21.1K ﹤0.01% 2860
2024
Q2 		$395K Buy
64,441
+46,511
+259% +$294K ﹤0.01% 2778
2024
Q1 		$108K Buy
+17,930
New +$104K ﹤0.01% 3485
2023
Q2 		– Sell
-15,757
Closed -$67.8K – 2193
2023
Q1 		$67.8K Sell
15,757
-576
-4% -$2.92K ﹤0.01% 2083
2022
Q4 		$82.2K Sell
16,333
-13,471
-45% -$62.4K ﹤0.01% 2012
2022
Q3 		$0 Buy
29,804
+14,960
+101% +$65.1K ﹤0.01% 1723
2022
Q2 		$64K Sell
14,844
-1,396
-9% -$6.93K ﹤0.01% 1756
2022
Q1 		$82K Buy
+16,240
New +$82.1K ﹤0.01% 1813
2019
Q1 		– Sell
-12,003
Closed -$49K – 486
2018
Q4 		$49K Buy
+12,003
New +$58.6K 0.01% 445
2018
Q2 		– Sell
-28,114
Closed -$155K – 424
2018
Q1 		$155K Hold
28,114
– – 0.03% 378
2017
Q4 		$144K Hold
28,114
– – 0.03% 401
2017
Q3 		$132K Sell
28,114
-760
-3% -$3.44K 0.03% 383
2017
Q2 		$117K Sell
28,874
-805
-3% -$3.15K 0.03% 375
2017
Q1 		$118K Hold
29,679
– – 0.03% 353
2016
Q4 		$127K Hold
29,679
– – 0.04% 317
2016
Q3 		$88K Sell
29,679
-1,034
-3% -$3.08K 0.04% 273
2016
Q2 		$91K Sell
30,713
-999
-3% -$3.75K 0.04% 290
2016
Q1 		$126K Hold
31,712
– – 0.05% 266
2015
Q4 		$130K Buy
+31,712
New +$135K 0.06% 250

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

Cetera Investment Advisers's AEG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Aegon (AEG) stake by 1.7% in Q2 2026, buying an estimated $3.63K and bringing the position to 26,886 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #4385.

Cetera Investment Advisers first reported a position in AEG in Q4 2015 and has held it in 26 quarters since. The position peaked at $556K in Q3 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Cetera Investment Advisers held 26,886 shares of Aegon worth $227K as of Q2 2026.
  • Cetera Investment Advisers bought 441 Aegon shares in Q2 2026, an estimated $3.63K.
  • Aegon made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4385 holding.
  • Cetera Investment Advisers first reported a position in Aegon in Q4 2015 and has held it in 26 quarters since.
  • Cetera Investment Advisers's Aegon position peaked at $556K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.