SageView Advisory Group’s Aegon AEG Stock Holding History

SageView Advisory Group’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	–	Sell	-1,301	Closed	-$10K	–	610
2025 Q4	$10K	Buy	+1,301	New	+$9.95K	﹤0.01%	1712

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

SageView Advisory Group's AEG Position: Q1 2026 in Review

SageView Advisory Group sold out of Aegon (AEG) in Q1 2026, closing a stake of 1,301 shares — an estimated $10K sold.

SageView Advisory Group first reported a position in AEG in Q4 2025 and held it in 1 quarter. The position peaked at $10K in Q4 2025. 291 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

SageView Advisory Group reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,301 Aegon shares in Q1 2026, an estimated $10K.
SageView Advisory Group first reported a position in Aegon in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Aegon position peaked at $10K in Q4 2025.
291 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.