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Pathway Financial Advisers’s Aegon AEG Stock Holding History

Pathway Financial Advisers’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
Q4 		– Sell
-2,748
Closed -$22K – 171
2025
Q3 		$22K Buy
+2,748
New +$20.5K 0.01% 294
2025
Q1 		– Sell
-1,972
Closed -$11.6K – 165
2024
Q4 		$11.6K Buy
+1,972
New +$12.4K ﹤0.01% 353

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Arrowpoint Investment Partners Singapore $113M AUM 73.91% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathway Financial Advisers's AEG Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Aegon (AEG) in Q4 2025, closing a stake of 2,748 shares — an estimated $22K sold.

Pathway Financial Advisers first reported a position in AEG in Q4 2024 and held it in 2 quarters. The position peaked at $22K in Q3 2025. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Aegon position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 2,748 Aegon shares in Q4 2025, an estimated $22K.
  • Pathway Financial Advisers first reported a position in Aegon in Q4 2024 and held it in 2 quarters.
  • Pathway Financial Advisers's Aegon position peaked at $22K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.