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
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 $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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
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
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return