Focus Partners Wealth
AEG icon

Focus Partners Wealth’s Aegon AEG Stock Holding History

Focus Partners 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 		$1.61M Buy
190,472
+37,203
+24% +$307K ﹤0.01% 1429
2026
Q1 		$1.13M Buy
153,269
+11,500
+8% +$85.7K ﹤0.01% 1558
2025
Q4 		$1.09M Buy
141,769
+33,836
+31% +$259K ﹤0.01% 1601
2025
Q3 		$863K Buy
107,933
+27,736
+35% +$207K ﹤0.01% 1345
2025
Q2 		$581K Buy
80,197
+10,155
+14% +$67.9K ﹤0.01% 1364
2025
Q1 		$462K Buy
70,042
+192
+0.3% +$1.23K ﹤0.01% 1381
2024
Q4 		$411K Buy
69,850
+54,139
+345% +$339K ﹤0.01% 1408
2024
Q3 		$100K Sell
15,711
-38,547
-71% -$238K ﹤0.01% 1515
2024
Q2 		$343K Buy
54,258
+10,325
+24% +$65.2K ﹤0.01% 1031
2024
Q1 		$274K Buy
+43,933
New +$256K ﹤0.01% 862

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

Focus Partners Wealth's AEG Position: Q2 2026 in Review

Focus Partners Wealth increased its Aegon (AEG) stake by 24% in Q2 2026, buying an estimated $307K and bringing the position to 190,472 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Focus Partners Wealth first reported a position in AEG in Q1 2024 and has held it in 10 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Focus Partners Wealth held 190,472 shares of Aegon worth $1.61M as of Q2 2026.
  • Focus Partners Wealth bought 37,203 Aegon shares in Q2 2026, an estimated $307K.
  • Aegon made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1429 holding.
  • Focus Partners Wealth first reported a position in Aegon in Q1 2024 and has held it in 10 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

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