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Garton & Associates Financial Advisors’s Aegon AEG Stock Holding History

Garton & Associates Financial 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 		– Sell
-416
Closed -$3.21K – 131
2025
Q4 		$3.21K Buy
+416
New +$3.18K ﹤0.01% 1055

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Garton & Associates Financial Advisors's AEG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Aegon (AEG) in Q1 2026, closing a stake of 416 shares — an estimated $3.21K sold.

Garton & Associates Financial Advisors first reported a position in AEG in Q4 2025 and held it in 1 quarter. The position peaked at $3.21K in Q4 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 416 Aegon shares in Q1 2026, an estimated $3.21K.
  • Garton & Associates Financial Advisors first reported a position in Aegon in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Aegon position peaked at $3.21K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.