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MTM Investment Management’s Aegon AEG Stock Holding History

MTM Investment 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
Q2 		$4.23K Hold
501
– – ﹤0.01% 601
2026
Q1 		$3.64K Hold
501
– – ﹤0.01% 608
2025
Q4 		$3.86K Hold
501
– – ﹤0.01% 605
2025
Q3 		$4K Hold
501
– – ﹤0.01% 614
2025
Q2 		$3.63K Buy
+501
New +$3.35K ﹤0.01% 632

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

MTM Investment Management's AEG Position: Q2 2026 in Review

MTM Investment Management held its Aegon (AEG) position steady in Q2 2026 at 501 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

MTM Investment Management first reported a position in AEG in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • MTM Investment Management held 501 shares of Aegon worth $4.23K as of Q2 2026.
  • MTM Investment Management left its Aegon share count unchanged in Q2 2026.
  • Aegon made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #601 holding.
  • MTM Investment Management first reported a position in Aegon in Q2 2025 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.