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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 $191B AUM 17.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Orion Portfolio Solutions's AEG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Aegon (AEG) stake by 1.2% in Q1 2025, selling an estimated $1.58K and leaving 19,768 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Orion Portfolio Solutions first reported a position in AEG in Q4 2019 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold AEG as of Q1 2025.

  • Orion Portfolio Solutions held 19,768 shares of Aegon worth $130K as of Q1 2025.
  • Orion Portfolio Solutions sold 247 Aegon shares in Q1 2025, an estimated $1.58K.
  • Aegon made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1838 holding.
  • Orion Portfolio Solutions first reported a position in Aegon in Q4 2019 and has held it in 10 quarters since.
  • 256 funds tracked by Wall St. Rank held Aegon as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.