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Sequoia Financial Advisors’s Aegon AEG Stock Holding History

Sequoia Financial 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
2026
Q2 		$614K Sell
72,711
-48,997
-40% -$404K ﹤0.01% 1212
2026
Q1 		$884K Buy
121,708
+91,402
+302% +$681K ﹤0.01% 950
2025
Q4 		$234K Buy
30,306
+216
+0.7% +$1.65K ﹤0.01% 1722
2025
Q3 		$240K Buy
30,090
+6,514
+28% +$48.6K ﹤0.01% 1519
2025
Q2 		$171K Buy
23,576
+1,440
+7% +$9.63K ﹤0.01% 1498
2025
Q1 		$146K Sell
22,136
-472
-2% -$3.02K ﹤0.01% 1298
2024
Q4 		$133K Sell
22,608
-138
-0.6% -$865 ﹤0.01% 1263
2024
Q3 		$145K Sell
22,746
-4
-0% -$25 ﹤0.01% 1198
2024
Q2 		$140K Buy
22,750
+969
+4% +$6.12K ﹤0.01% 1139
2024
Q1 		$132K Buy
21,781
+2,002
+10% +$11.7K ﹤0.01% 1094
2023
Q4 		$114K Buy
19,779
+3,235
+20% +$16.8K ﹤0.01% 1150
2023
Q3 		$79.4K Sell
16,544
-3,235
-16% -$16.7K ﹤0.01% 930
2023
Q2 		$100K Buy
19,779
+3,525
+22% +$16.2K ﹤0.01% 920
2023
Q1 		$69.9K Sell
16,254
-1,412
-8% -$7.14K ﹤0.01% 822
2022
Q4 		$89K Buy
17,666
+4,859
+38% +$22.5K ﹤0.01% 775
2022
Q3 		$51K Sell
12,807
-6,499
-34% -$28.3K ﹤0.01% 520
2022
Q2 		$83K Sell
19,306
-288
-1% -$1.43K ﹤0.01% 572
2022
Q1 		$99K Buy
19,594
+5,702
+41% +$28.8K ﹤0.01% 640
2021
Q4 		$66K Buy
+13,892
New +$65K ﹤0.01% 581

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

Sequoia Financial Advisors's AEG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Aegon (AEG) stake by 40% in Q2 2026, selling an estimated $404K and leaving 72,711 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Sequoia Financial Advisors first reported a position in AEG in Q4 2021 and has held it in 19 quarters since. The position peaked at $884K in Q1 2026. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Sequoia Financial Advisors held 72,711 shares of Aegon worth $614K as of Q2 2026.
  • Sequoia Financial Advisors sold 48,997 Aegon shares in Q2 2026, an estimated $404K.
  • Aegon made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1212 holding.
  • Sequoia Financial Advisors first reported a position in Aegon in Q4 2021 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's Aegon position peaked at $884K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.