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EP Wealth Advisors’s Aegon AEG Stock Holding History

EP Wealth 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 		$160K Buy
18,997
+4,815
+34% +$39.7K ﹤0.01% 1570
2026
Q1 		$103K Buy
14,182
+494
+4% +$3.68K ﹤0.01% 1462
2025
Q4 		$106K Buy
+13,688
New +$105K ﹤0.01% 1450

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

EP Wealth Advisors's AEG Position: Q2 2026 in Review

EP Wealth Advisors increased its Aegon (AEG) stake by 34% in Q2 2026, buying an estimated $39.7K and bringing the position to 18,997 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

EP Wealth Advisors 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.

  • EP Wealth Advisors held 18,997 shares of Aegon worth $160K as of Q2 2026.
  • EP Wealth Advisors bought 4,815 Aegon shares in Q2 2026, an estimated $39.7K.
  • Aegon made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1570 holding.
  • EP Wealth Advisors 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.