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Summit Securities Group’s Aegon AEG Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-344,285
Closed -$2.75M – 993
2025
Q3 		$2.75M Buy
+344,285
New +$2.57M 0.57% 41
2022
Q3 		– Sell
-6,040
Closed -$26K – 905
2022
Q2 		$26K Buy
+6,040
New +$30K ﹤0.01% 715
2015
Q1 		– Sell
-290
Closed -$2K – 373
2014
Q4 		$2K Hold
290
– – ﹤0.01% 526
2014
Q3 		$2K Buy
+290
New +$1.64K ﹤0.01% 605

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Arrowpoint Investment Partners Singapore $113M AUM 73.91% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Securities Group's AEG Position: Q4 2025 in Review

Summit Securities Group sold out of Aegon (AEG) in Q4 2025, closing a stake of 344,285 shares — an estimated $2.75M sold.

Summit Securities Group first reported a position in AEG in Q3 2014 and held it in 4 quarters. The position peaked at $2.75M in Q3 2025. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

  • Summit Securities Group reported no remaining Aegon position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 344,285 Aegon shares in Q4 2025, an estimated $2.75M.
  • Summit Securities Group first reported a position in Aegon in Q3 2014 and held it in 4 quarters.
  • Summit Securities Group's Aegon position peaked at $2.75M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.