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Sowell Financial Services’s Aegon AEG Stock Holding History

Sowell Financial Services’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
-10,964
Closed -$84.5K – 1125
2025
Q4 		$84.5K Buy
+10,964
New +$83.8K ﹤0.01% 1089
2021
Q1 		– Sell
-75,663
Closed -$276K – 3083
2020
Q4 		$276K Buy
+75,663
New +$231K 0.01% 730
2020
Q2 		– Sell
-82,119
Closed -$189K – 2437
2020
Q1 		$189K Sell
82,119
-11,978
-13% -$39.9K 0.01% 664
2019
Q4 		$393K Buy
94,097
+18,551
+25% +$75.7K 0.03% 517
2019
Q3 		$288K Buy
+75,546
New +$301K 0.02% 546
2019
Q1 		$171K Buy
+41,752
New +$182K 0.02% 540
2018
Q4 		– Sell
-29,560
Closed -$163K – 461
2018
Q3 		$163K Buy
+29,560
New +$154K 0.02% 345
2017
Q1 		– Sell
-213
Closed -$1K – 260
2016
Q4 		$1K Buy
+213
New +$793 ﹤0.01% 604

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Sowell Financial Services's AEG Position: Q1 2026 in Review

Sowell Financial Services sold out of Aegon (AEG) in Q1 2026, closing a stake of 10,964 shares — an estimated $84.5K sold.

Sowell Financial Services first reported a position in AEG in Q4 2016 and held it in 8 quarters. The position peaked at $393K in Q4 2019. 291 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Sowell Financial Services reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 10,964 Aegon shares in Q1 2026, an estimated $84.5K.
  • Sowell Financial Services first reported a position in Aegon in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Aegon position peaked at $393K in Q4 2019.
  • 291 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.