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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return