OPS
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Orion Portfolio Solutions’s Aegon AEG Stock Holding History

Orion Portfolio Solutions’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 		$130K Sell
19,768
-247
-1% -$1.58K ﹤0.01% 1838
2024
Q4 		$118K Buy
20,015
+2,170
+12% +$13.6K ﹤0.01% 1787
2024
Q3 		$114K Sell
17,845
-648
-4% -$4.01K ﹤0.01% 1742
2024
Q2 		$113K Buy
18,493
+121
+0.7% +$764 ﹤0.01% 1677
2024
Q1 		$111K Sell
18,372
-372
-2% -$2.17K ﹤0.01% 1649
2023
Q4 		$109K Sell
18,744
-1,363
-7% -$7.08K ﹤0.01% 1614
2023
Q3 		$96.5K Sell
20,107
-3,742
-16% -$19.3K ﹤0.01% 1583
2023
Q2 		$121K Buy
23,849
+1,927
+9% +$8.83K ﹤0.01% 1591
2023
Q1 		$94.3K Buy
+21,922
New +$111K ﹤0.01% 1528
2020
Q1 		– Sell
-9
Closed – – 1876
2019
Q4 		$0 Buy
+9
New +$37 ﹤0.01% 1798

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