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Mendota Financial Group’s Aegon AEG Stock Holding History

Mendota Financial Group’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
2025
Q1 		– Sell
-5
Closed -$30 – 118
2024
Q4 		$30 Sell
5
-14
-74% -$88 ﹤0.01% 372
2024
Q3 		$122 Sell
19
-22
-54% -$136 ﹤0.01% 833
2024
Q2 		$252 Buy
+41
New +$259 ﹤0.01% 353

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mendota Financial Group's AEG Position: Q1 2025 in Review

Mendota Financial Group sold out of Aegon (AEG) in Q1 2025, closing a stake of 5 shares — an estimated $30 sold.

Mendota Financial Group first reported a position in AEG in Q2 2024 and held it in 3 quarters. The position peaked at $252 in Q2 2024. 256 funds tracked by Wall St. Rank hold AEG as of Q1 2025.

  • Mendota Financial Group reported no remaining Aegon position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 5 Aegon shares in Q1 2025, an estimated $30.
  • Mendota Financial Group first reported a position in Aegon in Q2 2024 and held it in 3 quarters.
  • Mendota Financial Group's Aegon position peaked at $252 in Q2 2024.
  • 256 funds tracked by Wall St. Rank held Aegon as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.