Evermay Wealth Management’s Aegon AEG Stock Holding History

Evermay 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	$10.5K	Hold	1,249	–	–	﹤0.01%	506
2026 Q1	$9.07K	Hold	1,249	–	–	﹤0.01%	470
2025 Q4	$9.63K	Hold	1,249	–	–	﹤0.01%	453
2025 Q3	$9.98K	Hold	1,249	–	–	﹤0.01%	445
2025 Q2	$9.04K	Hold	1,249	–	–	﹤0.01%	453
2025 Q1	$8.23K	Buy	+1,249	New	+$7.99K	﹤0.01%	461

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Evermay Wealth Management held its Aegon (AEG) position steady in Q2 2026 at 1,249 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Evermay Wealth Management first reported a position in AEG in Q1 2025 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Evermay Wealth Management held 1,249 shares of Aegon worth $10.5K as of Q2 2026.
Evermay Wealth Management left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #506 holding.
Evermay Wealth Management first reported a position in Aegon in Q1 2025 and has held it in 6 quarters since.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.