Loring Wolcott & Coolidge Fiduciary Advisors’s Aegon AEG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$13.6K	Hold	1,610	–	–	﹤0.01%	508
2026 Q1	$12.7K	Hold	1,610	–	–	﹤0.01%	508
2025 Q4	$12.4K	Hold	1,610	–	–	﹤0.01%	492
2025 Q3	$11.9K	Hold	1,610	–	–	﹤0.01%	499
2025 Q2	$11.7K	Hold	1,610	–	–	﹤0.01%	477
2025 Q1	$10.2K	Hold	1,610	–	–	﹤0.01%	481
2024 Q4	$10.6K	Sell	1,610 -770	-32%	-$4.83K	﹤0.01%	487
2024 Q3	$15.3K	Hold	2,380	–	–	﹤0.01%	471
2024 Q2	$15K	Hold	2,380	–	–	﹤0.01%	468
2024 Q1	$14.4K	Hold	2,380	–	–	﹤0.01%	477
2023 Q4	$13.8K	Buy	+2,380	New	+$12.4K	﹤0.01%	482
2023 Q3	–	Sell	-2,380	Closed	-$12.1K	–	611
2023 Q2	$12.1K	Hold	2,380	–	–	﹤0.01%	533
2023 Q1	$10.2K	Hold	2,380	–	–	﹤0.01%	511
2022 Q4	$12K	Hold	2,380	–	–	﹤0.01%	492
2022 Q3	$9K	Sell	2,380 -3,338	-58%	-$14.5K	﹤0.01%	529
2022 Q2	$24K	Sell	5,718 -122	-2%	-$605	﹤0.01%	488
2022 Q1	$30K	Hold	5,840	–	–	﹤0.01%	485
2021 Q4	$28K	Hold	5,840	–	–	﹤0.01%	515
2021 Q3	$28K	Sell	5,840 -763	-12%	-$3.31K	﹤0.01%	501
2021 Q2	$26K	Buy	+6,603	New	+$28.1K	﹤0.01%	518
2021 Q1	–	Sell	-9,667	Closed	-$35K	–	304
2020 Q4	$35K	Hold	9,667	–	–	﹤0.01%	458
2020 Q3	$23K	Hold	9,667	–	–	﹤0.01%	454
2020 Q2	$26K	Hold	9,667	–	–	﹤0.01%	423
2020 Q1	$22K	Hold	9,667	–	–	﹤0.01%	454
2019 Q4	$40K	Sell	9,667 -1,171	-11%	-$4.78K	﹤0.01%	439
2019 Q3	$41K	Sell	10,838 -433	-4%	-$1.73K	﹤0.01%	423
2019 Q2	$50K	Sell	11,271 -403	-3%	-$1.72K	﹤0.01%	405
2019 Q1	$48K	Sell	11,674 -4,161	-26%	-$18.2K	﹤0.01%	410
2018 Q4	$63K	Hold	15,835	–	–	﹤0.01%	383
2018 Q3	$87K	Sell	15,835 -428	-3%	-$2.23K	﹤0.01%	365
2018 Q2	$80K	Sell	16,263 -417	-3%	-$2.3K	﹤0.01%	378
2018 Q1	$92K	Sell	16,680 -2,995	-15%	-$16.5K	﹤0.01%	377
2017 Q4	$101K	Sell	19,675 -2,459	-11%	-$12K	﹤0.01%	360
2017 Q3	$104K	Sell	22,134 -13,873	-39%	-$62.9K	﹤0.01%	353
2017 Q2	$159K	Sell	36,007 -45,227	-56%	-$177K	﹤0.01%	294
2017 Q1	$321K	Hold	81,234	–	–	0.01%	221
2016 Q4	$346K	Hold	81,234	–	–	0.01%	220
2016 Q3	$241K	Sell	81,234 -2,901	-3%	-$8.65K	0.01%	248
2016 Q2	$251K	Sell	84,135 -2,804	-3%	-$10.5K	0.01%	237
2016 Q1	$344K	Hold	86,939	–	–	0.01%	204
2015 Q4	$354K	Hold	86,939	–	–	0.01%	223
2015 Q3	$462K	Sell	86,939 -1,932	-2%	-$9.34K	0.01%	206
2015 Q2	$462K	Sell	88,871 -1,616	-2%	-$8.76K	0.01%	206
2015 Q1	$496K	Hold	90,487	–	–	0.01%	211
2014 Q4	$469K	Hold	90,487	–	–	0.01%	207
2014 Q3	$514K	Sell	90,487 -1,560	-2%	-$8.83K	0.01%	188
2014 Q2	$548K	Hold	92,047	–	–	0.01%	186
2014 Q1	$575K	Hold	92,047	–	–	0.02%	180
2013 Q4	$592K	Sell	92,047 -1,681	-2%	-$9.56K	0.02%	178
2013 Q3	$471K	Hold	93,728	–	–	0.01%	186
2013 Q2	$430K	Buy	+93,728	New	+$414K	0.01%	201

Other funds holding AEG

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

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $136M AUM

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AEG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Aegon (AEG) position steady in Q2 2026 at 1,610 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AEG in Q2 2013 and has held it in 51 quarters since. The position peaked at $592K in Q4 2013. 152 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,610 shares of Aegon worth $13.6K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #508 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Aegon in Q2 2013 and has held it in 51 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Aegon position peaked at $592K in Q4 2013.
152 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.