Principal Street Partners’s Aegon AEG Stock Holding History

Principal Street Partners’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	$151K	Hold	17,940	–	–	0.02%	268
2026 Q1	$130K	Hold	17,940	–	–	0.02%	241
2025 Q4	$138K	Sell	17,940 -4,529	-20%	-$34.6K	0.02%	236
2025 Q3	$180K	Sell	22,469 -22,469	-50%	-$168K	0.03%	257
2025 Q2	$325K	Buy	44,938 +22,469	+100%	+$150K	0.03%	260
2025 Q1	$148K	Hold	22,469	–	–	0.03%	235
2024 Q4	$132K	Hold	22,469	–	–	0.03%	227
2024 Q3	$138K	Hold	22,469	–	–	0.02%	228
2024 Q2	$138K	Hold	22,469	–	–	0.02%	246
2024 Q1	$149K	Hold	22,469	–	–	0.03%	249
2023 Q4	$129K	Sell	22,469 -22,135	-50%	-$115K	0.03%	211
2023 Q3	$214K	Buy	44,604 +22,302	+100%	+$115K	0.04%	201
2023 Q2	$113K	Buy	22,302 +480	+2%	+$2.2K	0.03%	217
2023 Q1	$93.8K	Sell	21,822 -852	-4%	-$4.31K	0.02%	216
2022 Q4	$114K	Sell	22,674 -2,983	-12%	-$13.8K	0.03%	228
2022 Q3	$102K	Buy	+25,657	New	+$112K	0.03%	199

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

Principal Street Partners's AEG Position: Q2 2026 in Review

Principal Street Partners held its Aegon (AEG) position steady in Q2 2026 at 17,940 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #268.

Principal Street Partners first reported a position in AEG in Q3 2022 and has held it in 16 quarters since. The position peaked at $325K in Q2 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Principal Street Partners held 17,940 shares of Aegon worth $151K as of Q2 2026.
Principal Street Partners left its Aegon share count unchanged in Q2 2026.
Aegon made up 0.02% of Principal Street Partners's portfolio in Q2 2026, its #268 holding.
Principal Street Partners first reported a position in Aegon in Q3 2022 and has held it in 16 quarters since.
Principal Street Partners's Aegon position peaked at $325K in Q2 2025.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.