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Coldstream Capital Management’s Aegon AEG Stock Holding History

Coldstream Capital Management’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 		– Sell
-14,755
Closed -$107K – 1222
2026
Q1 		$107K Sell
14,755
-1,583
-10% -$11.8K ﹤0.01% 1156
2025
Q4 		$126K Buy
16,338
+184
+1% +$1.41K ﹤0.01% 1127
2025
Q3 		$129K Buy
+16,154
New +$121K ﹤0.01% 1179
2025
Q2 		– Sell
-7,094
Closed -$46.8K – 1147
2025
Q1 		$46.8K Buy
+7,094
New +$45.4K ﹤0.01% 1742

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

Coldstream Capital Management's AEG Position: Q2 2026 in Review

Coldstream Capital Management sold out of Aegon (AEG) in Q2 2026, closing a stake of 14,755 shares — an estimated $107K sold.

Coldstream Capital Management first reported a position in AEG in Q1 2025 and held it in 4 quarters. The position peaked at $129K in Q3 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Coldstream Capital Management reported no remaining Aegon position as of Q2 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 14,755 Aegon shares in Q2 2026, an estimated $107K.
  • Coldstream Capital Management first reported a position in Aegon in Q1 2025 and held it in 4 quarters.
  • Coldstream Capital Management's Aegon position peaked at $129K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.