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Integrated Wealth Concepts’s Aegon AEG Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-27,589
Closed -$220K – 1612
2025
Q3 		$220K Sell
27,589
-1,912
-6% -$14.3K ﹤0.01% 1799
2025
Q2 		$214K Buy
+29,501
New +$197K ﹤0.01% 1737

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Arrowpoint Investment Partners Singapore $113M AUM 73.91% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts's AEG Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Aegon (AEG) in Q4 2025, closing a stake of 27,589 shares — an estimated $220K sold.

Integrated Wealth Concepts first reported a position in AEG in Q2 2025 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Aegon position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 27,589 Aegon shares in Q4 2025, an estimated $220K.
  • Integrated Wealth Concepts first reported a position in Aegon in Q2 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Aegon position peaked at $220K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.