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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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Kestra Private Wealth Services's AEG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Aegon (AEG) stake by 53% in Q1 2026, buying an estimated $132K and bringing the position to 51,186 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Kestra Private Wealth Services first reported a position in AEG in Q4 2024 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Kestra Private Wealth Services held 51,186 shares of Aegon worth $372K as of Q1 2026.
  • Kestra Private Wealth Services bought 17,740 Aegon shares in Q1 2026, an estimated $132K.
  • Aegon made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1353 holding.
  • Kestra Private Wealth Services first reported a position in Aegon in Q4 2024 and has held it in 6 quarters since.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.