Diversify Advisory Services’s Aegon AEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$247K Buy
+27,006
New +$223K ﹤0.01% 1120
2026
Q1
Sell
-54,647
Closed -$418K 220
2025
Q4
$418K Buy
54,647
+4,462
+9% +$34.1K 0.01% 662
2025
Q3
$380K Buy
50,185
+5,166
+11% +$38.6K 0.01% 649
2025
Q2
$335K Buy
45,019
+10,535
+31% +$70.4K 0.01% 650
2025
Q1
$225K Buy
34,484
+8,035
+30% +$51.4K 0.01% 587
2024
Q4
$157K Buy
26,449
+379
+1% +$2.38K 0.01% 600
2024
Q3
$169K Buy
+26,070
New +$161K 0.01% 612

Other funds holding AEG

Diversify Advisory Services's AEG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Aegon (AEG) in Q2 2026: 27,006 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in AEG as recently as Q4 2025.

Diversify Advisory Services first reported a position in AEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $418K in Q4 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Diversify Advisory Services held 27,006 shares of Aegon worth $247K as of Q2 2026.
  • Aegon was a new Diversify Advisory Services position in Q2 2026.
  • Aegon made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1120 holding.
  • Diversify Advisory Services first reported a position in Aegon in Q3 2024 and has held it in 7 quarters since.
  • Diversify Advisory Services's Aegon position peaked at $418K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.