Forum Financial Management’s Aegon AEG Stock Holding History

Forum Financial Management’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	–	Sell	-17,657	Closed	-$136K	–	344
2025 Q4	$136K	Hold	17,657	–	–	﹤0.01%	990
2025 Q3	$141K	Hold	17,657	–	–	﹤0.01%	988
2025 Q2	$128K	Sell	17,657 -1,532	-8%	-$10.2K	﹤0.01%	929
2025 Q1	$126K	Hold	19,189	–	–	﹤0.01%	841
2024 Q4	$113K	Buy	19,189 +5,557	+41%	+$34.8K	﹤0.01%	874
2024 Q3	$87.1K	Sell	13,632 -2,387	-15%	-$14.8K	﹤0.01%	755
2024 Q2	$98.2K	Hold	16,019	–	–	﹤0.01%	701
2024 Q1	$96.9K	Hold	16,019	–	–	﹤0.01%	731
2023 Q4	$92.3K	Hold	16,019	–	–	﹤0.01%	676
2023 Q3	$76.9K	Hold	16,019	–	–	﹤0.01%	625
2023 Q2	$81.2K	Hold	16,019	–	–	﹤0.01%	646
2023 Q1	$68.9K	Sell	16,019 -100	-0.6%	-$506	﹤0.01%	608
2022 Q4	$81.2K	Buy	16,119 +100	+0.6%	+$463	﹤0.01%	582
2022 Q3	$63K	Sell	16,019 -91	-0.6%	-$396	﹤0.01%	528
2022 Q2	$69K	Sell	16,110 -342	-2%	-$1.7K	﹤0.01%	561
2022 Q1	$83K	Hold	16,452	–	–	﹤0.01%	596
2021 Q4	$78K	Buy	+16,452	New	+$76.9K	﹤0.01%	644

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