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Concourse Financial Group Securities’s Aegon AEG Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-2,647
Closed -$17.1K – 33
2024
Q4 		$17.1K Sell
2,647
-674
-20% -$4.22K ﹤0.01% 1588
2024
Q3 		$21.2K Sell
3,321
-327
-9% -$2.02K ﹤0.01% 1493
2024
Q2 		$23K Buy
3,648
+666
+22% +$4.21K ﹤0.01% 1472
2024
Q1 		$18K Hold
2,982
– – ﹤0.01% 1535
2023
Q4 		$17.2K Buy
+2,982
New +$15.5K ﹤0.01% 1533
2023
Q3 		– Sell
-3,337
Closed -$17.2K – 2305
2023
Q2 		$16.9K Sell
3,337
-655
-16% -$3K ﹤0.01% 1501
2023
Q1 		$17.2K Sell
3,992
-904
-18% -$4.58K ﹤0.01% 1507
2022
Q4 		$24.7K Buy
+4,896
New +$22.7K ﹤0.01% 1389
2022
Q3 		– Sell
-5,526
Closed -$24.1K – 1996
2022
Q2 		$24K Buy
+5,526
New +$27.4K ﹤0.01% 1379
2020
Q2 		– Sell
-5,419
Closed -$13.3K – 2068
2020
Q1 		$12K Buy
+5,419
New +$18.1K ﹤0.01% 1387
2019
Q2 		– Sell
-824
Closed -$3.51K – 2204
2019
Q1 		$3K Buy
824
+584
+243% +$2.55K ﹤0.01% 1884
2018
Q4 		$0 Buy
+240
New +$1.17K ﹤0.01% 2113

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Concourse Financial Group Securities's AEG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Aegon (AEG) in Q1 2025, closing a stake of 2,647 shares — an estimated $17.1K sold.

Concourse Financial Group Securities first reported a position in AEG in Q4 2018 and held it in 12 quarters. The position peaked at $24.7K in Q4 2022. 256 funds tracked by Wall St. Rank hold AEG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Aegon position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,647 Aegon shares in Q1 2025, an estimated $17.1K.
  • Concourse Financial Group Securities first reported a position in Aegon in Q4 2018 and held it in 12 quarters.
  • Concourse Financial Group Securities's Aegon position peaked at $24.7K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Aegon as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.