Diversify Wealth Management’s Aegon AEG Stock Holding History

Diversify Wealth 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	$247K	Sell	27,006 -157,663	-85%	-$1.3M	﹤0.01%	1120
2026 Q1	$1.48M	Buy	184,669 +32,433	+21%	+$242K	0.03%	470
2025 Q4	$1.17M	Buy	152,236 +3,901	+3%	+$29.8K	0.05%	291
2025 Q3	$1.12M	Buy	148,335 +4,818	+3%	+$36K	0.06%	261
2025 Q2	$1.07M	Buy	143,517 +22,773	+19%	+$152K	0.07%	257
2025 Q1	$787K	Buy	120,744 +11,524	+11%	+$73.7K	0.06%	276
2024 Q4	$649K	Buy	109,220 +18,084	+20%	+$113K	0.05%	300
2024 Q3	$583K	Buy	91,136 +5,472	+6%	+$33.9K	0.06%	291
2024 Q2	$501K	Buy	+85,664	New	+$541K	0.06%	274

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

Diversify Wealth Management's AEG Position: Q2 2026 in Review

Diversify Wealth Management reduced its Aegon (AEG) stake by 85% in Q2 2026, selling an estimated $1.3M and leaving 27,006 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Diversify Wealth Management first reported a position in AEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.48M in Q1 2026. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Diversify Wealth Management held 27,006 shares of Aegon worth $247K as of Q2 2026.
Diversify Wealth Management sold 157,663 Aegon shares in Q2 2026, an estimated $1.3M.
Aegon made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1120 holding.
Diversify Wealth Management first reported a position in Aegon in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Aegon position peaked at $1.48M in Q1 2026.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.