NewEdge Advisors’s Aegon AEG Stock Holding History

NewEdge Advisors’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	$2.99K	Hold	411	–	–	﹤0.01%	3713
2025 Q4	$3.17K	Sell	411 -4	-1%	-$31	﹤0.01%	3788
2025 Q3	$3.32K	Buy	415 +19	+5%	+$142	﹤0.01%	3648
2025 Q2	$2.87K	Sell	396 -4,450	-92%	-$29.7K	﹤0.01%	3547
2025 Q1	$31.9K	Hold	4,846	–	–	﹤0.01%	2696
2024 Q4	$28.5K	Buy	4,846 +4,454	+1,136%	+$27.9K	﹤0.01%	2700
2024 Q3	$2.5K	Buy	392 +18	+5%	+$111	﹤0.01%	3340
2024 Q2	$2.29K	Sell	374 -2,286	-86%	-$14.4K	﹤0.01%	3303
2024 Q1	$16.1K	Buy	2,660 +374	+16%	+$2.18K	﹤0.01%	2705
2023 Q4	$13.2K	Buy	2,286 +2,280	+38,000%	+$11.9K	﹤0.01%	2742
2023 Q3	$29	Hold	6	–	–	﹤0.01%	3414
2023 Q2	$30	Sell	6 -1,008	-99%	-$4.62K	﹤0.01%	3451
2023 Q1	$4.36K	Buy	1,014 +6	+0.6%	+$30	﹤0.01%	2822
2022 Q4	$5	Buy	+1,008	New	+$4.67K	﹤0.01%	3792
2021 Q3	–	Sell	-18,595	Closed	-$72K	–	1130
2021 Q2	$72K	Buy	+18,595	New	+$79.2K	﹤0.01%	1107

Other funds holding AEG

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

Dimensional Fund Advisors

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

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

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

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return