Private Wealth Asset Management’s Aegon AEG Stock Holding History

Private Wealth Asset 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	$6.53M	Sell	900,000 -118	-0%	-$879	0.7%	33
2025 Q4	$6.94M	Hold	900,118	–	–	0.75%	29
2025 Q3	$7.19M	Hold	900,118	–	–	0.85%	24
2025 Q2	$6.52M	Sell	900,118 -100,000	-10%	-$668K	0.86%	25
2025 Q1	$6.59M	Buy	+1,000,118	New	+$6.4M	0.95%	24

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Private Wealth Asset Management's AEG Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Aegon (AEG) stake by 0.01% in Q1 2026, selling an estimated $879 and leaving 900,000 shares worth $6.53M. The position accounts for 0.7% of the portfolio, ranked #33.

Private Wealth Asset Management first reported a position in AEG in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.19M in Q3 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

Private Wealth Asset Management held 900,000 shares of Aegon worth $6.53M as of Q1 2026.
Private Wealth Asset Management sold 118 Aegon shares in Q1 2026, an estimated $879.
Aegon made up 0.7% of Private Wealth Asset Management's portfolio in Q1 2026, its #33 holding.
Private Wealth Asset Management first reported a position in Aegon in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Aegon position peaked at $7.19M in Q3 2025.
290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.