Raymond James Financial
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Raymond James Financial’s Aegon AEG Stock Holding History

Raymond James Financial’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 		$20.8M Buy
2,467,916
+16,401
+0.7% +$135K 0.01% 1531
2026
Q1 		$17.8M Buy
2,451,515
+32,620
+1% +$243K 0.01% 1562
2025
Q4 		$18.7M Buy
2,418,895
+37,550
+2% +$287K 0.01% 1498
2025
Q3 		$19M Sell
2,381,345
-51,129
-2% -$382K 0.01% 1444
2025
Q2 		$17.6M Sell
2,432,474
-201,585
-8% -$1.35M 0.01% 1468
2025
Q1 		$17.4M Buy
2,634,059
+20,015
+0.8% +$128K 0.01% 1416
2024
Q4 		$15.4M Buy
+2,614,044
New +$16.4M 0.01% 1507

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial's AEG Position: Q2 2026 in Review

Raymond James Financial increased its Aegon (AEG) stake by 0.67% in Q2 2026, buying an estimated $135K and bringing the position to 2,467,916 shares worth $20.8M. The position accounts for 0.01% of the portfolio, ranked #1531.

Raymond James Financial first reported a position in AEG in Q4 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Raymond James Financial held 2,467,916 shares of Aegon worth $20.8M as of Q2 2026.
  • Raymond James Financial bought 16,401 Aegon shares in Q2 2026, an estimated $135K.
  • Aegon made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1531 holding.
  • Raymond James Financial first reported a position in Aegon in Q4 2024 and has held it in 7 quarters since.
  • 309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.