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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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Personal CFO Solutions's AEG Position: Q1 2026 in Review

Personal CFO Solutions sold out of Aegon (AEG) in Q1 2026, closing a stake of 27,653 shares — an estimated $213K sold.

Personal CFO Solutions first reported a position in AEG in Q1 2022 and held it in 12 quarters. The position peaked at $223K in Q1 2022. 291 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Personal CFO Solutions reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 27,653 Aegon shares in Q1 2026, an estimated $213K.
  • Personal CFO Solutions first reported a position in Aegon in Q1 2022 and held it in 12 quarters.
  • Personal CFO Solutions's Aegon position peaked at $223K in Q1 2022.
  • 291 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.