Perigon Wealth Management’s Aegon AEG Stock Holding History

Perigon Wealth 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	–	Sell	-11,787	Closed	-$85.6K	–	1439
2026 Q1	$85.6K	Buy	+11,787	New	+$87.8K	﹤0.01%	1266
2025 Q2	–	Sell	-10,074	Closed	-$66.4K	–	1055
2025 Q1	$66.4K	Sell	10,074 -409	-4%	-$2.62K	﹤0.01%	1012
2024 Q4	$66.1K	Sell	10,483 -54	-0.5%	-$339	﹤0.01%	1030
2024 Q3	$67.3K	Sell	10,537 -394	-4%	-$2.44K	﹤0.01%	983
2024 Q2	$67K	Buy	10,931 +407	+4%	+$2.57K	﹤0.01%	854
2024 Q1	$63.7K	Buy	+10,524	New	+$61.3K	﹤0.01%	842

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Perigon Wealth Management's AEG Position: Q2 2026 in Review

Perigon Wealth Management sold out of Aegon (AEG) in Q2 2026, closing a stake of 11,787 shares — an estimated $85.6K sold.

Perigon Wealth Management first reported a position in AEG in Q1 2024 and held it in 6 quarters. The position peaked at $85.6K in Q1 2026. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Perigon Wealth Management reported no remaining Aegon position as of Q2 2026 after selling out during the quarter.
Perigon Wealth Management sold 11,787 Aegon shares in Q2 2026, an estimated $85.6K.
Perigon Wealth Management first reported a position in Aegon in Q1 2024 and held it in 6 quarters.
Perigon Wealth Management's Aegon position peaked at $85.6K in Q1 2026.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.