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Essential Partners’s Aegon AEG Stock Holding History

Essential Partners’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 		$11.4K Hold
1,354
– – 0.01% 1165
2026
Q1 		$9.83K Buy
1,354
+320
+31% +$2.38K ﹤0.01% 1265
2025
Q4 		$7.97K Sell
1,034
-1,070
-51% -$8.18K ﹤0.01% 1252
2025
Q3 		$16.8K Buy
+2,104
New +$15.7K 0.01% 950

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

Essential Partners's AEG Position: Q2 2026 in Review

Essential Partners held its Aegon (AEG) position steady in Q2 2026 at 1,354 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #1165.

Essential Partners first reported a position in AEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.8K in Q3 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Essential Partners held 1,354 shares of Aegon worth $11.4K as of Q2 2026.
  • Essential Partners left its Aegon share count unchanged in Q2 2026.
  • Aegon made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1165 holding.
  • Essential Partners first reported a position in Aegon in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Aegon position peaked at $16.8K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.