Crewe Advisors’s Aegon AEG Stock Holding History

Crewe 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 Q2	–	Sell	-337	Closed	-$2.45K	–	1137
2026 Q1	$2.45K	Hold	337	–	–	﹤0.01%	886
2025 Q4	$2.6K	Hold	337	–	–	﹤0.01%	834
2025 Q3	$2.69K	Buy	+337	New	+$2.52K	﹤0.01%	807

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Crewe Advisors's AEG Position: Q2 2026 in Review

Crewe Advisors sold out of Aegon (AEG) in Q2 2026, closing a stake of 337 shares — an estimated $2.45K sold.

Crewe Advisors first reported a position in AEG in Q3 2025 and held it in 3 quarters. The position peaked at $2.69K in Q3 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Crewe Advisors reported no remaining Aegon position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 337 Aegon shares in Q2 2026, an estimated $2.45K.
Crewe Advisors first reported a position in Aegon in Q3 2025 and held it in 3 quarters.
Crewe Advisors's Aegon position peaked at $2.69K in Q3 2025.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.