Personal CFO Solutions’s Aegon AEG Stock Holding History

Personal CFO 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
2026 Q1	–	Sell	-27,653	Closed	-$213K	–	523
2025 Q4	$213K	Buy	27,653 +1,661	+6%	+$12.7K	0.03%	487
2025 Q3	$208K	Buy	25,992 +252	+1%	+$1.88K	0.04%	479
2025 Q2	$186K	Buy	25,740 +1,689	+7%	+$11.3K	0.03%	470
2025 Q1	$158K	Buy	24,051 +410	+2%	+$2.62K	0.03%	439
2024 Q4	$139K	Sell	23,641 -1,587	-6%	-$9.95K	0.03%	453
2024 Q3	$161K	Buy	25,228 +1,311	+5%	+$8.11K	0.02%	550
2024 Q2	$147K	Buy	+23,917	New	+$151K	0.02%	522
2023 Q2	–	Sell	-39,572	Closed	-$170K	–	471
2023 Q1	$170K	Buy	39,572 +1,583	+4%	+$8.01K	0.04%	454
2022 Q4	$191K	Sell	37,989 -2,871	-7%	-$13.3K	0.04%	429
2022 Q3	$162K	Sell	40,860 -191	-0.5%	-$832	0.04%	390
2022 Q2	$176K	Sell	41,051 -2,952	-7%	-$14.6K	0.04%	401
2022 Q1	$223K	Buy	+44,003	New	+$222K	0.04%	415

Other funds holding AEG

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return