Kestra Private Wealth Services’s Aegon AEG Stock Holding History

Kestra Private Wealth Services’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	$382K	Sell	45,223 -5,963	-12%	-$49.1K	﹤0.01%	1392
2026 Q1	$372K	Buy	51,186 +17,740	+53%	+$132K	﹤0.01%	1353
2025 Q4	$258K	Hold	33,446	–	–	﹤0.01%	1492
2025 Q3	$267K	Buy	33,446 +4,946	+17%	+$36.9K	﹤0.01%	1419
2025 Q2	$206K	Buy	28,500 +7,000	+33%	+$46.8K	﹤0.01%	1493
2025 Q1	$142K	Buy	21,500 +600	+3%	+$3.84K	﹤0.01%	1430
2024 Q4	$123K	Buy	+20,900	New	+$131K	﹤0.01%	1358

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kestra Private Wealth Services's AEG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Aegon (AEG) stake by 12% in Q2 2026, selling an estimated $49.1K and leaving 45,223 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Kestra Private Wealth Services first reported a position in AEG in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Kestra Private Wealth Services held 45,223 shares of Aegon worth $382K as of Q2 2026.
Kestra Private Wealth Services sold 5,963 Aegon shares in Q2 2026, an estimated $49.1K.
Aegon made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1392 holding.
Kestra Private Wealth Services first reported a position in Aegon in Q4 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.