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Glenview Trust’s Aegon AEG Stock Holding History

Glenview Trust’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 		$102K Buy
+12,029
New +$99.1K ﹤0.01% 511
2024
Q2 		– Sell
-15,828
Closed -$95.8K – 465
2024
Q1 		$95.8K Hold
15,828
– – ﹤0.01% 469
2023
Q4 		$91.2K Sell
15,828
-2,000
-11% -$10.4K ﹤0.01% 463
2023
Q3 		$85.6K Buy
17,828
+6,267
+54% +$32.3K ﹤0.01% 445
2023
Q2 		$58.6K Buy
11,561
+984
+9% +$4.51K ﹤0.01% 453
2023
Q1 		$45.5K Buy
+10,577
New +$53.5K ﹤0.01% 445
2017
Q2 		– Sell
-14,533
Closed -$57K – 310
2017
Q1 		$57K Hold
14,533
– – ﹤0.01% 317
2016
Q4 		$62K Buy
+14,533
New +$54.1K 0.01% 308
2015
Q4 		$63K Buy
+15,554
New +$66.3K 0.01% 252
2014
Q4 		$98K Buy
+18,824
New +$102K 0.01% 225
2013
Q4 		$123K Buy
+19,149
New +$109K 0.01% 223

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

Glenview Trust's AEG Position: Q2 2026 in Review

Glenview Trust opened a new position in Aegon (AEG) in Q2 2026: 12,029 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Glenview Trust previously reported a position in AEG as recently as Q1 2024.

Glenview Trust first reported a position in AEG in Q4 2013 and has held it in 11 quarters since. The position peaked at $123K in Q4 2013. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Glenview Trust held 12,029 shares of Aegon worth $102K as of Q2 2026.
  • Aegon was a new Glenview Trust position in Q2 2026.
  • Aegon made up ﹤0.01% of Glenview Trust's portfolio in Q2 2026, its #511 holding.
  • Glenview Trust first reported a position in Aegon in Q4 2013 and has held it in 11 quarters since.
  • Glenview Trust's Aegon position peaked at $123K in Q4 2013.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.