PWA
AEG icon

Provenance Wealth Advisors’s Aegon AEG Stock Holding History

Provenance Wealth Advisors’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
2025
Q2 		– Sell
-2,900
Closed -$19.1K – 423
2025
Q1 		$19.1K Hold
2,900
– – ﹤0.01% 279
2024
Q4 		$17.1K Hold
2,900
– – ﹤0.01% 282
2024
Q3 		$18.5K Hold
2,900
– – ﹤0.01% 293
2024
Q2 		$17.8K Hold
2,900
– – ﹤0.01% 265
2024
Q1 		$17.5K Buy
+2,900
New +$16.9K ﹤0.01% 284

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Provenance Wealth Advisors's AEG Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Aegon (AEG) in Q2 2025, closing a stake of 2,900 shares — an estimated $19.1K sold.

Provenance Wealth Advisors first reported a position in AEG in Q1 2024 and held it in 5 quarters. The position peaked at $19.1K in Q1 2025. 267 funds tracked by Wall St. Rank hold AEG as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Aegon position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 2,900 Aegon shares in Q2 2025, an estimated $19.1K.
  • Provenance Wealth Advisors first reported a position in Aegon in Q1 2024 and held it in 5 quarters.
  • Provenance Wealth Advisors's Aegon position peaked at $19.1K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Aegon as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.