EWA
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EverSource Wealth Advisors’s Aegon AEG Stock Holding History

EverSource 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 		$94.4K Sell
11,181
-9,616
-46% -$79.2K ﹤0.01% 1418
2026
Q1 		$151K Buy
20,797
+6,012
+41% +$44.8K ﹤0.01% 1207
2025
Q4 		$114K Sell
14,785
-2,195
-13% -$16.8K ﹤0.01% 1245
2025
Q3 		$136K Buy
16,980
+2,432
+17% +$18.2K 0.01% 1108
2025
Q2 		$105K Buy
14,548
+8,770
+152% +$58.6K ﹤0.01% 1174
2025
Q1 		$38.1K Sell
5,778
-18,628
-76% -$119K ﹤0.01% 1374
2024
Q4 		$144K Buy
24,406
+18,530
+315% +$116K 0.01% 792
2024
Q3 		$37.5K Buy
5,876
+183
+3% +$1.13K ﹤0.01% 1189
2024
Q2 		$36.7K Buy
5,693
+1,579
+38% +$9.97K ﹤0.01% 1243
2024
Q1 		$25.4K Buy
4,114
+2,905
+240% +$16.9K ﹤0.01% 1251
2023
Q4 		$6.96K Buy
1,209
+341
+39% +$1.77K ﹤0.01% 1721
2023
Q3 		$4.17K Hold
868
– – ﹤0.01% 1772
2023
Q2 		$4.4K Sell
868
-13,885
-94% -$63.6K ﹤0.01% 1783
2023
Q1 		$63.4K Buy
14,753
+248
+2% +$1.25K 0.01% 695
2022
Q4 		$73.1K Buy
14,505
+11,327
+356% +$52.5K 0.01% 614
2022
Q3 		$12K Sell
3,178
-12,902
-80% -$56.2K ﹤0.01% 1060
2022
Q2 		$68K Buy
16,080
+14,770
+1,127% +$73.3K 0.02% 508
2022
Q1 		$7K Hold
1,310
– – ﹤0.01% 1118
2021
Q4 		$6K Buy
+1,310
New +$6.13K ﹤0.01% 1157

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

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

EverSource Wealth Advisors reduced its Aegon (AEG) stake by 46% in Q2 2026, selling an estimated $79.2K and leaving 11,181 shares worth $94.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

EverSource Wealth Advisors first reported a position in AEG in Q4 2021 and has held it in 19 quarters since. The position peaked at $151K in Q1 2026. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • EverSource Wealth Advisors held 11,181 shares of Aegon worth $94.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 9,616 Aegon shares in Q2 2026, an estimated $79.2K.
  • Aegon made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1418 holding.
  • EverSource Wealth Advisors first reported a position in Aegon in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Aegon position peaked at $151K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.