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Evolve Private Wealth’s Aegon AEG Stock Holding History

Evolve Private Wealth’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 		$171K Buy
19,677
+2,728
+16% +$22.5K 0.01% 965
2026
Q1 		$123K Sell
16,949
-5,191
-23% -$38.7K 0.01% 970
2025
Q4 		$171K Buy
+22,140
New +$169K 0.01% 884

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

Evolve Private Wealth's AEG Position: Q2 2026 in Review

Evolve Private Wealth increased its Aegon (AEG) stake by 16% in Q2 2026, buying an estimated $22.5K and bringing the position to 19,677 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #965.

Evolve Private Wealth first reported a position in AEG in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Evolve Private Wealth held 19,677 shares of Aegon worth $171K as of Q2 2026.
  • Evolve Private Wealth bought 2,728 Aegon shares in Q2 2026, an estimated $22.5K.
  • Aegon made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #965 holding.
  • Evolve Private Wealth first reported a position in Aegon in Q4 2025 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.