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Summit Trail Advisors’s Aegon AEG Stock Holding History

Summit Trail 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
Q2 		$149K Buy
17,609
+1,264
+8% +$10.4K ﹤0.01% 1432
2026
Q1 		$119K Buy
+16,345
New +$122K ﹤0.01% 1407
2018
Q1 		– Sell
-7,634
Closed -$43K – 436
2017
Q4 		$43K Buy
+7,634
New +$37.2K 0.01% 852

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Trail Advisors's AEG Position: Q2 2026 in Review

Summit Trail Advisors increased its Aegon (AEG) stake by 7.7% in Q2 2026, buying an estimated $10.4K and bringing the position to 17,609 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Summit Trail Advisors first reported a position in AEG in Q4 2017 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Summit Trail Advisors held 17,609 shares of Aegon worth $149K as of Q2 2026.
  • Summit Trail Advisors bought 1,264 Aegon shares in Q2 2026, an estimated $10.4K.
  • Aegon made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1432 holding.
  • Summit Trail Advisors first reported a position in Aegon in Q4 2017 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.