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SimplyRich’s Aegon AEG Stock Holding History

SimplyRich’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 		$409K Sell
56,361
-54,725
-49% -$408K 0.1% 172
2025
Q4 		$856K Buy
111,086
+61,604
+124% +$471K 0.22% 88
2025
Q3 		$395K Buy
49,482
+13,137
+36% +$98.1K 0.11% 157
2025
Q2 		$263K Buy
+36,345
New +$243K 0.07% 196

Other funds holding AEG

Dodge & Cox
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
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
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

SimplyRich's AEG Position: Q1 2026 in Review

SimplyRich reduced its Aegon (AEG) stake by 49% in Q1 2026, selling an estimated $408K and leaving 56,361 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #172.

SimplyRich first reported a position in AEG in Q2 2025 and has held it in 4 quarters since. The position peaked at $856K in Q4 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • SimplyRich held 56,361 shares of Aegon worth $409K as of Q1 2026.
  • SimplyRich sold 54,725 Aegon shares in Q1 2026, an estimated $408K.
  • Aegon made up 0.1% of SimplyRich's portfolio in Q1 2026, its #172 holding.
  • SimplyRich first reported a position in Aegon in Q2 2025 and has held it in 4 quarters since.
  • SimplyRich's Aegon position peaked at $856K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.