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MassMutual Private Wealth & Trust’s Aegon AEG Stock Holding History

MassMutual Private Wealth & Trust’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 		$28.2K Hold
3,343
– – ﹤0.01% 998
2026
Q1 		$24.3K Hold
3,343
– – ﹤0.01% 1023
2025
Q4 		$25.8K Buy
3,343
+17
+0.5% +$130 ﹤0.01% 1019
2025
Q3 		$26.6K Hold
3,326
– – ﹤0.01% 998
2025
Q2 		$24.1K Sell
3,326
-733
-18% -$4.9K ﹤0.01% 1034
2025
Q1 		$26.7K Sell
4,059
-363
-8% -$2.32K ﹤0.01% 922
2024
Q4 		$26K Buy
4,422
+52
+1% +$326 ﹤0.01% 922
2024
Q3 		$27.9K Sell
4,370
-228
-5% -$1.41K ﹤0.01% 824
2024
Q2 		$28.2K Buy
4,598
+891
+24% +$5.63K ﹤0.01% 771
2024
Q1 		$22.4K Buy
3,707
+49
+1% +$285 ﹤0.01% 800
2023
Q4 		$21.1K Buy
+3,658
New +$19K ﹤0.01% 806
2017
Q4 		– Sell
-939
Closed -$4.42K – 912
2017
Q3 		$4.42K Sell
939
-27
-3% -$122 ﹤0.01% 852
2017
Q2 		$3.9K Sell
966
-27
-3% -$106 ﹤0.01% 856
2017
Q1 		$3.92K Hold
993
– – ﹤0.01% 828
2016
Q4 		$4.22K Buy
+993
New +$3.7K ﹤0.01% 552
2016
Q2 		$3.06K Sell
1,029
-34
-3% -$128 ﹤0.01% 599
2016
Q1 		$4.2K Hold
1,063
– – ﹤0.01% 650
2015
Q4 		$4.33K Buy
1,063
+24
+2% +$102 ﹤0.01% 581
2015
Q3 		$6.14K Sell
1,039
-1,236
-54% -$5.97K ﹤0.01% 590
2015
Q2 		$14K Buy
2,275
+1,193
+110% +$6.47K ﹤0.01% 455
2015
Q1 		$5.92K Buy
+1,082
New +$5.66K ﹤0.01% 576
2014
Q4 		– Sell
-1,082
Closed -$6.14K – 598
2014
Q3 		$6.14K Sell
1,082
-192
-15% -$1.09K ﹤0.01% 575
2014
Q2 		$7.59K Hold
1,274
– – ﹤0.01% 392
2014
Q1 		$7.96K Buy
+1,274
New +$7.78K ﹤0.01% 357

Other funds holding AEG

AA
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
OC
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
TH
Transmarket Holdings Chicago, Illinois $136M AUM
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MassMutual Private Wealth & Trust's AEG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Aegon (AEG) position steady in Q2 2026 at 3,343 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

MassMutual Private Wealth & Trust first reported a position in AEG in Q1 2014 and has held it in 24 quarters since. 113 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3,343 shares of Aegon worth $28.2K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Aegon share count unchanged in Q2 2026.
  • Aegon made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #998 holding.
  • MassMutual Private Wealth & Trust first reported a position in Aegon in Q1 2014 and has held it in 24 quarters since.
  • 113 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.