LC
AEG icon

Lindbrook Capital’s Aegon AEG Stock Holding History

Lindbrook Capital’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
Q1 		$73.6K Sell
11,166
-48
-0.4% -$307 0.01% 812
2024
Q4 		$66K Hold
11,214
– – 0.01% 697
2024
Q3 		$71.7K Sell
11,214
-4,489
-29% -$27.8K 0.01% 673
2024
Q2 		$96.3K Buy
15,703
+1,066
+7% +$6.73K 0.01% 555
2024
Q1 		$88.6K Hold
14,637
– – 0.01% 571
2023
Q4 		$84.3K Buy
14,637
+117
+0.8% +$608 0.01% 575
2023
Q3 		$69.7K Buy
14,520
+49
+0.3% +$252 0.01% 577
2023
Q2 		$73.4K Buy
14,471
+401
+3% +$1.84K 0.01% 578
2023
Q1 		$60.5K Buy
14,070
+633
+5% +$3.2K 0.01% 622
2022
Q4 		$67.7K Sell
13,437
-183
-1% -$848 0.01% 588
2022
Q3 		$54K Buy
13,620
+1,277
+10% +$5.56K 0.01% 617
2022
Q2 		$53K Buy
12,343
+495
+4% +$2.46K 0.01% 632
2022
Q1 		$60K Sell
11,848
-2,899
-20% -$14.7K 0.01% 627
2021
Q4 		$70K Buy
14,747
+1,903
+15% +$8.9K 0.01% 607
2021
Q3 		$63K Sell
12,844
-114
-0.9% -$494 0.02% 378
2021
Q2 		$50K Sell
12,958
-219
-2% -$932 0.01% 474
2021
Q1 		$58K Hold
13,177
– – 0.01% 392
2020
Q4 		$48K Buy
13,177
+1,546
+13% +$4.73K 0.01% 406
2020
Q3 		$27K Sell
11,631
-3,997
-26% -$10.6K 0.01% 518
2020
Q2 		$42K Buy
15,628
+3,987
+34% +$9.8K 0.01% 399
2020
Q1 		$27K Buy
11,641
+2,223
+24% +$7.41K 0.01% 457
2019
Q4 		$39K Buy
9,418
+466
+5% +$1.9K 0.01% 514
2019
Q3 		$34K Buy
8,952
+4,669
+109% +$18.6K 0.01% 536
2019
Q2 		$18K Sell
4,283
-153
-3% -$651 0.01% 727
2019
Q1 		$18K Buy
4,436
+263
+6% +$1.15K 0.01% 726
2018
Q4 		$16K Buy
+4,173
New +$20.4K 0.01% 689

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lindbrook Capital's AEG Position: Q1 2025 in Review

Lindbrook Capital reduced its Aegon (AEG) stake by 0.43% in Q1 2025, selling an estimated $307 and leaving 11,166 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #812.

Lindbrook Capital first reported a position in AEG in Q4 2018 and has held it in 26 quarters since. The position peaked at $96.3K in Q2 2024. 256 funds tracked by Wall St. Rank hold AEG as of Q1 2025.

  • Lindbrook Capital held 11,166 shares of Aegon worth $73.6K as of Q1 2025.
  • Lindbrook Capital sold 48 Aegon shares in Q1 2025, an estimated $307.
  • Aegon made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #812 holding.
  • Lindbrook Capital first reported a position in Aegon in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Aegon position peaked at $96.3K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held Aegon as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.