PWM
AEG icon

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
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
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
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
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
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Perigon Wealth Management's AEG Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Aegon (AEG) in Q1 2026: 11,787 shares worth $85.6K. The stake represents ﹤0.01% of the portfolio and ranks #1266 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in AEG as recently as Q1 2025.

Perigon Wealth Management first reported a position in AEG in Q1 2024 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Perigon Wealth Management held 11,787 shares of Aegon worth $85.6K as of Q1 2026.
  • Aegon was a new Perigon Wealth Management position in Q1 2026.
  • Aegon made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1266 holding.
  • Perigon Wealth Management first reported a position in Aegon in Q1 2024 and has held it in 6 quarters since.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.