JWCA
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J.W. Cole Advisors’s Aegon AEG Stock Holding History

J.W. Cole 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
Q2 		$281K Hold
33,345
– – ﹤0.01% 1316
2026
Q1 		$242K Sell
33,345
-11
-0% -$82 0.01% 697
2025
Q4 		$257K Sell
33,356
-796
-2% -$6.09K 0.01% 1178
2025
Q3 		$273K Buy
34,152
+2,595
+8% +$19.4K 0.01% 1269
2025
Q2 		$228K Hold
31,557
– – ﹤0.01% 1293
2025
Q1 		$208K Buy
+31,557
New +$202K 0.01% 1140

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

J.W. Cole Advisors's AEG Position: Q2 2026 in Review

J.W. Cole Advisors held its Aegon (AEG) position steady in Q2 2026 at 33,345 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

J.W. Cole Advisors first reported a position in AEG in Q1 2025 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • J.W. Cole Advisors held 33,345 shares of Aegon worth $281K as of Q2 2026.
  • J.W. Cole Advisors left its Aegon share count unchanged in Q2 2026.
  • Aegon made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1316 holding.
  • J.W. Cole Advisors first reported a position in Aegon in Q1 2025 and has held it in 6 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.