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Glass Jacobson Investment Advisors’s Aegon AEG Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-290
Closed -$1.71K – 572
2025
Q1 		$1.71K Hold
290
– – ﹤0.01% 761
2024
Q4 		$1.71K Hold
290
– – ﹤0.01% 761
2024
Q3 		$1.85K Hold
290
– – ﹤0.01% 691
2024
Q2 		$1.78K Hold
290
– – ﹤0.01% 687
2024
Q1 		$1.75K Hold
290
– – ﹤0.01% 686
2023
Q4 		$1.67K Hold
290
– – ﹤0.01% 660
2023
Q3 		$1.39K Hold
290
– – ﹤0.01% 669
2023
Q2 		$1.47K Buy
+290
New +$1.33K ﹤0.01% 674
2022
Q4 		$1.46K Buy
+290
New +$1.34K ﹤0.01% 700

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Glass Jacobson Investment Advisors's AEG Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Aegon (AEG) in Q2 2025, closing a stake of 290 shares — an estimated $1.71K sold.

Glass Jacobson Investment Advisors first reported a position in AEG in Q4 2022 and held it in 9 quarters. The position peaked at $1.85K in Q3 2024. 267 funds tracked by Wall St. Rank hold AEG as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Aegon position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 290 Aegon shares in Q2 2025, an estimated $1.71K.
  • Glass Jacobson Investment Advisors first reported a position in Aegon in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Aegon position peaked at $1.85K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Aegon as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.