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MASECO Private Wealth’s Aegon AEG Stock Holding History

MASECO Private Wealth’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
-62
Closed -$446 – 294
2026
Q1 		$446 Hold
62
– – ﹤0.01% 371
2025
Q4 		$474 Hold
62
– – ﹤0.01% 524
2025
Q3 		$492 Buy
62
+2
+3% +$15 ﹤0.01% 253
2025
Q2 		$434 Buy
+60
New +$401 ﹤0.01% 496

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MASECO Private Wealth's AEG Position: Q2 2026 in Review

MASECO Private Wealth sold out of Aegon (AEG) in Q2 2026, closing a stake of 62 shares — an estimated $446 sold.

MASECO Private Wealth first reported a position in AEG in Q2 2025 and held it in 4 quarters. The position peaked at $492 in Q3 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • MASECO Private Wealth reported no remaining Aegon position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 62 Aegon shares in Q2 2026, an estimated $446.
  • MASECO Private Wealth first reported a position in Aegon in Q2 2025 and held it in 4 quarters.
  • MASECO Private Wealth's Aegon position peaked at $492 in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.