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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return