Corient Private Wealth
AEG icon

Corient Private Wealth’s Aegon AEG Stock Holding History

Corient Private Wealth’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 		$680K Buy
80,289
+16,635
+26% +$137K ﹤0.01% 2029
2026
Q1 		$441K Buy
63,654
+17,838
+39% +$133K ﹤0.01% 2098
2025
Q4 		$353K Sell
45,816
-467
-1% -$3.57K ﹤0.01% 2061
2025
Q3 		$370K Buy
46,283
+5,025
+12% +$37.5K ﹤0.01% 1990
2025
Q2 		$299K Sell
41,258
-838
-2% -$5.6K ﹤0.01% 1990
2025
Q1 		$277K Sell
42,096
-14,834
-26% -$94.9K ﹤0.01% 1895
2024
Q4 		$335K Sell
56,930
-2,558
-4% -$16K ﹤0.01% 1836
2024
Q3 		$380K Buy
59,488
+859
+1% +$5.31K ﹤0.01% 1894
2024
Q2 		$359K Sell
58,629
-2,614
-4% -$16.5K ﹤0.01% 1810
2024
Q1 		$371K Sell
61,243
-47,887
-44% -$279K ﹤0.01% 1779
2023
Q4 		$629K Buy
109,130
+16,430
+18% +$85.4K ﹤0.01% 1489
2023
Q3 		$445K Sell
92,700
-23,009
-20% -$119K ﹤0.01% 1558
2023
Q2 		$586K Sell
115,709
-6,870
-6% -$31.5K ﹤0.01% 1382
2023
Q1 		$527K Sell
122,579
-8,056
-6% -$40.8K ﹤0.01% 1359
2022
Q4 		$658K Buy
+130,635
New +$605K ﹤0.01% 1054

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

Corient Private Wealth's AEG Position: Q2 2026 in Review

Corient Private Wealth increased its Aegon (AEG) stake by 26% in Q2 2026, buying an estimated $137K and bringing the position to 80,289 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Corient Private Wealth first reported a position in AEG in Q4 2022 and has held it in 15 quarters since. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Corient Private Wealth held 80,289 shares of Aegon worth $680K as of Q2 2026.
  • Corient Private Wealth bought 16,635 Aegon shares in Q2 2026, an estimated $137K.
  • Aegon made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2029 holding.
  • Corient Private Wealth first reported a position in Aegon in Q4 2022 and has held it in 15 quarters since.
  • 309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.