Clearstead Advisors’s Aegon AEG Stock Holding History

Clearstead Advisors’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	$487K	Buy	57,646 +11,936	+26%	+$98.4K	﹤0.01%	774
2026 Q1	$332K	Hold	45,710	–	–	﹤0.01%	825
2025 Q4	$352K	Hold	45,710	–	–	﹤0.01%	763
2025 Q3	$365K	Hold	45,710	–	–	﹤0.01%	729
2025 Q2	$331K	Sell	45,710 -77	-0.2%	-$515	﹤0.01%	731
2025 Q1	$302K	Buy	45,787 +77	+0.2%	+$492	﹤0.01%	708
2024 Q4	$269K	Hold	45,710	–	–	﹤0.01%	762
2024 Q3	$292K	Hold	45,710	–	–	﹤0.01%	733
2024 Q2	$280K	Buy	+45,710	New	+$289K	﹤0.01%	707
2022 Q3	–	Sell	-643	Closed	-$3K	–	1238
2022 Q2	$3K	Sell	643 -14	-2%	-$69	﹤0.01%	1046
2022 Q1	$3K	Hold	657	–	–	﹤0.01%	1130
2021 Q4	$3K	Hold	657	–	–	﹤0.01%	1047
2021 Q3	$3K	Sell	657 -12	-2%	-$52	﹤0.01%	1069
2021 Q2	$3K	Sell	669 -12	-2%	-$51	﹤0.01%	944
2021 Q1	$3K	Hold	681	–	–	﹤0.01%	910
2020 Q4	$2K	Hold	681	–	–	﹤0.01%	873
2020 Q3	$2K	Hold	681	–	–	﹤0.01%	805
2020 Q2	$2K	Hold	681	–	–	﹤0.01%	732
2020 Q1	$2K	Buy	+681	New	+$2.27K	﹤0.01%	713

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

Clearstead Advisors's AEG Position: Q2 2026 in Review

Clearstead Advisors increased its Aegon (AEG) stake by 26% in Q2 2026, buying an estimated $98.4K and bringing the position to 57,646 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Clearstead Advisors first reported a position in AEG in Q1 2020 and has held it in 19 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Clearstead Advisors held 57,646 shares of Aegon worth $487K as of Q2 2026.
Clearstead Advisors bought 11,936 Aegon shares in Q2 2026, an estimated $98.4K.
Aegon made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #774 holding.
Clearstead Advisors first reported a position in Aegon in Q1 2020 and has held it in 19 quarters since.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.