Merit Financial Group’s Aegon AEG Stock Holding History

Merit 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
2026 Q1	–	Sell	-11,576	Closed	-$89.3K	–	2117
2025 Q4	$89.3K	Buy	+11,576	New	+$88.5K	﹤0.01%	1901

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Merit Financial Group's AEG Position: Q1 2026 in Review

Merit Financial Group sold out of Aegon (AEG) in Q1 2026, closing a stake of 11,576 shares — an estimated $89.3K sold.

Merit Financial Group first reported a position in AEG in Q4 2025 and held it in 1 quarter. The position peaked at $89.3K in Q4 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

Merit Financial Group reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
Merit Financial Group sold 11,576 Aegon shares in Q1 2026, an estimated $89.3K.
Merit Financial Group first reported a position in Aegon in Q4 2025 and held it in 1 quarter.
Merit Financial Group's Aegon position peaked at $89.3K in Q4 2025.
290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.