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Legacy Capital Group California’s Aegon AEG Stock Holding History

Legacy Capital Group California’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 		– Sell
-45,363
Closed -$350K – 280
2025
Q4 		$350K Buy
45,363
+696
+2% +$5.32K 0.08% 271
2025
Q3 		$357K Buy
44,667
+2,102
+5% +$15.7K 0.09% 262
2025
Q2 		$308K Buy
42,565
+6,020
+16% +$40.2K 0.09% 257
2025
Q1 		$241K Buy
36,545
+2,442
+7% +$15.6K 0.08% 277
2024
Q4 		$201K Buy
34,103
+18
+0.1% +$113 0.06% 319
2024
Q3 		$218K Buy
+34,085
New +$211K 0.07% 292
2023
Q2 		– Sell
-21,250
Closed -$91.4K – 263
2023
Q1 		$91.4K Buy
+21,250
New +$108K 0.04% 238

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

Legacy Capital Group California's AEG Position: Q1 2026 in Review

Legacy Capital Group California sold out of Aegon (AEG) in Q1 2026, closing a stake of 45,363 shares — an estimated $350K sold.

Legacy Capital Group California first reported a position in AEG in Q1 2023 and held it in 7 quarters. The position peaked at $357K in Q3 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Legacy Capital Group California reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 45,363 Aegon shares in Q1 2026, an estimated $350K.
  • Legacy Capital Group California first reported a position in Aegon in Q1 2023 and held it in 7 quarters.
  • Legacy Capital Group California's Aegon position peaked at $357K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.