Rockefeller Capital Management
AEG icon

Rockefeller Capital Management’s Aegon AEG Stock Holding History

Rockefeller Capital 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
Q2 		$319K Buy
37,784
+4,555
+14% +$37.5K ﹤0.01% 2331
2026
Q1 		$241K Buy
33,229
+29,381
+764% +$219K ﹤0.01% 2381
2025
Q4 		$29.7K Buy
3,848
+560
+17% +$4.28K ﹤0.01% 3322
2025
Q3 		$26.3K Buy
+3,288
New +$24.6K ﹤0.01% 3214
2023
Q1 		– Sell
-281
Closed – – 1998
2022
Q4 		$0 Sell
281
-11
-4% -$51 ﹤0.01% 3814
2022
Q3 		$1K Sell
292
-208
-42% -$906 ﹤0.01% 3659
2022
Q2 		$1K Sell
500
-27,378
-98% -$136K ﹤0.01% 3890
2022
Q1 		$140K Buy
27,878
+3,062
+12% +$15.5K ﹤0.01% 1835
2021
Q4 		$116K Sell
24,816
-69
-0.3% -$323 ﹤0.01% 1866
2021
Q3 		$120K Buy
24,885
+24,726
+15,551% +$107K ﹤0.01% 1779
2021
Q2 		$0 Sell
159
-2
-1% -$9 ﹤0.01% 3418
2021
Q1 		$0 Buy
+161
New +$674 ﹤0.01% 3230
2020
Q4 		– Sell
-1,153
Closed -$2K – 2834
2020
Q3 		$2K Buy
+1,153
New +$3.06K ﹤0.01% 2389
2020
Q2 		– Sell
-25,579
Closed -$59K – 2566
2020
Q1 		$59K Sell
25,579
-108
-0.4% -$360 ﹤0.01% 1183
2019
Q4 		$107K Sell
25,687
-535
-2% -$2.18K ﹤0.01% 950
2019
Q3 		$100K Buy
26,222
+25,558
+3,849% +$102K ﹤0.01% 810
2019
Q2 		$3K Sell
664
-3,439
-84% -$14.6K ﹤0.01% 1487
2019
Q1 		$17K Buy
+4,103
New +$17.9K ﹤0.01% 1300

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management's AEG Position: Q2 2026 in Review

Rockefeller Capital Management increased its Aegon (AEG) stake by 14% in Q2 2026, buying an estimated $37.5K and bringing the position to 37,784 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Rockefeller Capital Management first reported a position in AEG in Q1 2019 and has held it in 18 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Rockefeller Capital Management held 37,784 shares of Aegon worth $319K as of Q2 2026.
  • Rockefeller Capital Management bought 4,555 Aegon shares in Q2 2026, an estimated $37.5K.
  • Aegon made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2331 holding.
  • Rockefeller Capital Management first reported a position in Aegon in Q1 2019 and has held it in 18 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.