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Clearstead Trust’s Aegon AEG Stock Holding History

Clearstead Trust’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
2025
Q2 		– Sell
-628
Closed -$4.14K – 1491
2025
Q1 		$4.14K Hold
628
– – ﹤0.01% 643
2024
Q4 		$3.7K Hold
628
– – ﹤0.01% 401
2024
Q3 		$4.01K Hold
628
– – ﹤0.01% 380
2024
Q2 		$3.85K Hold
628
– – ﹤0.01% 394
2024
Q1 		$3.8K Hold
628
– – ﹤0.01% 387
2023
Q4 		$3.62K Hold
628
– – ﹤0.01% 374
2023
Q3 		$3.02K Hold
628
– – ﹤0.01% 403
2023
Q2 		$3.18K Hold
628
– – ﹤0.01% 348
2023
Q1 		$2.7K Hold
628
– – ﹤0.01% 337
2022
Q4 		$3K Hold
628
– – ﹤0.01% 348
2022
Q3 		$2K Buy
+628
New +$2.73K ﹤0.01% 344

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Clearstead Trust's AEG Position: Q2 2025 in Review

Clearstead Trust sold out of Aegon (AEG) in Q2 2025, closing a stake of 628 shares — an estimated $4.14K sold.

Clearstead Trust first reported a position in AEG in Q3 2022 and held it in 11 quarters. The position peaked at $4.14K in Q1 2025. 267 funds tracked by Wall St. Rank hold AEG as of Q2 2025.

  • Clearstead Trust reported no remaining Aegon position as of Q2 2025 after selling out during the quarter.
  • Clearstead Trust sold 628 Aegon shares in Q2 2025, an estimated $4.14K.
  • Clearstead Trust first reported a position in Aegon in Q3 2022 and held it in 11 quarters.
  • Clearstead Trust's Aegon position peaked at $4.14K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Aegon as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.