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Dynasty Wealth Management’s Aegon AEG Stock Holding History

Dynasty 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 		$262K Buy
31,078
+10,232
+49% +$84.3K ﹤0.01% 332
2026
Q1 		$151K Buy
20,846
+6,699
+47% +$49.9K ﹤0.01% 332
2025
Q4 		$109K Buy
+14,147
New +$108K ﹤0.01% 336

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

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

Dynasty Wealth Management increased its Aegon (AEG) stake by 49% in Q2 2026, buying an estimated $84.3K and bringing the position to 31,078 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Dynasty Wealth Management first reported a position in AEG in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Dynasty Wealth Management held 31,078 shares of Aegon worth $262K as of Q2 2026.
  • Dynasty Wealth Management bought 10,232 Aegon shares in Q2 2026, an estimated $84.3K.
  • Aegon made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #332 holding.
  • Dynasty Wealth Management first reported a position in Aegon in Q4 2025 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.