SFS
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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 $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