MAI Capital Management’s Aegon AEG Stock Holding History

MAI Capital Management’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	$29.6K	Buy	4,082 +2,982	+271%	+$22.2K	﹤0.01%	2565
2025 Q4	$8.48K	Hold	1,100	–	–	﹤0.01%	2916
2025 Q3	$8.79K	Sell	1,100 -1,530	-58%	-$11.4K	﹤0.01%	2797
2025 Q2	$19K	Buy	2,630 +1,874	+248%	+$12.5K	﹤0.01%	2373
2025 Q1	$4.98K	Hold	756	–	–	﹤0.01%	2720
2024 Q4	$4.45K	Buy	+756	New	+$4.74K	﹤0.01%	2810
2018 Q4	–	Sell	-22,270	Closed	-$123K	–	445
2018 Q3	$123K	Sell	22,270 -3,062	-12%	-$15.9K	0.01%	463
2018 Q2	$125K	Sell	25,332 -649	-2%	-$3.57K	0.01%	465
2018 Q1	$143K	Hold	25,981	–	–	0.01%	445
2017 Q4	$133K	Hold	25,981	–	–	0.01%	461
2017 Q3	$122K	Sell	25,981 -722	-3%	-$3.27K	0.01%	432
2017 Q2	$108K	Sell	26,703 -763	-3%	-$2.99K	0.01%	438
2017 Q1	$108K	Hold	27,466	–	–	0.01%	437
2016 Q4	$117K	Hold	27,466	–	–	0.01%	419
2016 Q3	$82K	Buy	27,466 +7,965	+41%	+$23.8K	0.01%	434
2016 Q2	$58K	Sell	19,501 -650	-3%	-$2.44K	﹤0.01%	413
2016 Q1	$80K	Hold	20,151	–	–	0.01%	412
2015 Q4	$82K	Buy	+20,151	New	+$85.9K	0.01%	398

Other funds holding AEG

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return