Empirical Wealth Management’s Aegon AEG Stock Holding History

Empirical 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
2025 Q4	–	Sell	-26,849	Closed	-$215K	–	897
2025 Q3	$215K	Buy	26,849 +10,278	+62%	+$76.7K	﹤0.01%	732
2025 Q2	$120K	Buy	+16,571	New	+$111K	﹤0.01%	675
2025 Q1	–	Sell	-21,329	Closed	-$126K	–	653
2024 Q4	$126K	Buy	21,329 +6,733	+46%	+$42.2K	﹤0.01%	596
2024 Q3	$93.3K	Buy	+14,596	New	+$90.3K	﹤0.01%	559

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIP

Arrowpoint Investment Partners Singapore $113M AUM 73.91% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Empirical Wealth Management's AEG Position: Q4 2025 in Review

Empirical Wealth Management sold out of Aegon (AEG) in Q4 2025, closing a stake of 26,849 shares — an estimated $215K sold.

Empirical Wealth Management first reported a position in AEG in Q3 2024 and held it in 4 quarters. The position peaked at $215K in Q3 2025. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

Empirical Wealth Management reported no remaining Aegon position as of Q4 2025 after selling out during the quarter.
Empirical Wealth Management sold 26,849 Aegon shares in Q4 2025, an estimated $215K.
Empirical Wealth Management first reported a position in Aegon in Q3 2024 and held it in 4 quarters.
Empirical Wealth Management's Aegon position peaked at $215K in Q3 2025.
300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.