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 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
2023 Q4	–	Sell	-628	Closed	-$3.02K	–	1517
2023 Q3	$3.02K	Buy	+628	New	+$3.24K	﹤0.01%	1341
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 $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return