Lloyd Advisory Services’s Aegon AEG Stock Holding History

Lloyd Advisory 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	–	Sell	-37,832	Closed	-$275K	–	636
2026 Q1	$275K	Buy	+37,832	New	+$282K	0.08%	125

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

Lloyd Advisory Services's AEG Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Aegon (AEG) in Q2 2026, closing a stake of 37,832 shares — an estimated $275K sold.

Lloyd Advisory Services first reported a position in AEG in Q1 2026 and held it in 1 quarter. The position peaked at $275K in Q1 2026. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Lloyd Advisory Services reported no remaining Aegon position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 37,832 Aegon shares in Q2 2026, an estimated $275K.
Lloyd Advisory Services first reported a position in Aegon in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Aegon position peaked at $275K in Q1 2026.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.