EI
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Ethic Inc’s Aegon AEG Stock Holding History

Ethic Inc’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 		$2.12M Sell
250,678
-8,702
-3% -$71.7K 0.03% 497
2026
Q1 		$1.88M Sell
259,380
-890
-0.3% -$6.63K 0.03% 475
2025
Q4 		$2.01M Buy
260,270
+18,708
+8% +$143K 0.03% 458
2025
Q3 		$1.93M Sell
241,562
-6,407
-3% -$47.8K 0.03% 457
2025
Q2 		$1.8M Sell
247,969
-54,950
-18% -$367K 0.03% 461
2025
Q1 		$2.01M Sell
302,919
-33,536
-10% -$214K 0.04% 411
2024
Q4 		$1.98M Sell
336,455
-12,141
-3% -$76.1K 0.04% 424
2024
Q3 		$2.11M Sell
348,596
-49,270
-12% -$305K 0.05% 385
2024
Q2 		$2.44M Buy
397,866
+49,270
+14% +$311K 0.06% 339
2024
Q1 		$2.11M Buy
348,596
+47,392
+16% +$276K 0.05% 385
2023
Q4 		$1.73M Buy
301,204
+44,807
+17% +$233K 0.05% 391
2023
Q3 		$1.23M Buy
256,397
+21,875
+9% +$113K 0.04% 425
2023
Q2 		$1.19M Sell
234,522
-5,194
-2% -$23.8K 0.04% 409
2023
Q1 		$1.03M Sell
239,716
-33,676
-12% -$170K 0.04% 440
2022
Q4 		$1.38M Buy
273,392
+147,930
+118% +$685K 0.07% 311
2022
Q3 		$497K Sell
125,462
-37,479
-23% -$163K 0.03% 496
2022
Q2 		$697K Sell
162,941
-22,737
-12% -$113K 0.05% 392
2022
Q1 		$939K Buy
185,678
+122,599
+194% +$620K 0.06% 320
2021
Q4 		$298K Buy
63,079
+21,447
+52% +$100K 0.02% 534
2021
Q3 		$203K Buy
41,632
+13,665
+49% +$59.2K 0.02% 580
2021
Q2 		$108K Sell
27,967
-6,403
-19% -$27.3K 0.01% 557
2021
Q1 		$150K Buy
34,370
+4,379
+15% +$18.3K 0.03% 471
2020
Q4 		$109K Buy
29,991
+6,689
+29% +$20.5K 0.03% 406
2020
Q3 		$55K Sell
23,302
-14,517
-38% -$38.6K 0.02% 338
2020
Q2 		$103K Buy
37,819
+1,817
+5% +$4.46K 0.06% 262
2020
Q1 		$83K Buy
36,002
+10,543
+41% +$35.1K 0.07% 198
2019
Q4 		$106K Buy
+25,459
New +$104K 0.08% 220

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

Ethic Inc's AEG Position: Q2 2026 in Review

Ethic Inc reduced its Aegon (AEG) stake by 3.4% in Q2 2026, selling an estimated $71.7K and leaving 250,678 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #497.

Ethic Inc first reported a position in AEG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.44M in Q2 2024. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Ethic Inc held 250,678 shares of Aegon worth $2.12M as of Q2 2026.
  • Ethic Inc sold 8,702 Aegon shares in Q2 2026, an estimated $71.7K.
  • Aegon made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #497 holding.
  • Ethic Inc first reported a position in Aegon in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's Aegon position peaked at $2.44M in Q2 2024.
  • 309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.