Principia Wealth Advisory’s Aegon AEG Stock Holding History

Principia Wealth Advisory’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	$785	Buy	93 +7	+8%	+$58	﹤0.01%	811
2026 Q1	$624	Sell	86 -4	-4%	-$30	﹤0.01%	815
2025 Q4	$694	Sell	90 -1	-1%	-$8	﹤0.01%	759
2025 Q3	$727	Buy	91 +59	+184%	+$441	﹤0.01%	723
2025 Q2	$232	Buy	+32	New	+$214	﹤0.01%	878

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

Principia Wealth Advisory's AEG Position: Q2 2026 in Review

Principia Wealth Advisory increased its Aegon (AEG) stake by 8.1% in Q2 2026, buying an estimated $58 and bringing the position to 93 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Principia Wealth Advisory first reported a position in AEG in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Principia Wealth Advisory held 93 shares of Aegon worth $785 as of Q2 2026.
Principia Wealth Advisory bought 7 Aegon shares in Q2 2026, an estimated $58.
Aegon made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #811 holding.
Principia Wealth Advisory first reported a position in Aegon in Q2 2025 and has held it in 5 quarters since.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.