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SVB Wealth’s Aegon AEG Stock Holding History

SVB Wealth’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
Q2 		– Sell
-6,410
Closed -$42.2K – 453
2025
Q1 		$42.2K Buy
+6,410
New +$41K ﹤0.01% 579
2024
Q2 		– Sell
-10,286
Closed -$62.2K – 747
2024
Q1 		$62.2K Buy
+10,286
New +$59.9K ﹤0.01% 830
2022
Q4 		– Sell
-22,043
Closed -$87K – 1047
2022
Q3 		$87K Buy
+22,043
New +$96K ﹤0.01% 925
2021
Q3 		– Sell
-20,896
Closed -$81K – 1003
2021
Q2 		$81K Sell
20,896
-88,012
-81% -$375K ﹤0.01% 930
2021
Q1 		$475K Buy
108,908
+18,655
+21% +$78.1K 0.01% 534
2020
Q4 		$329K Buy
90,253
+47,345
+110% +$145K ﹤0.01% 596
2020
Q3 		$101K Buy
42,908
+6,733
+19% +$17.9K ﹤0.01% 677
2020
Q2 		$98K Buy
+36,175
New +$88.9K ﹤0.01% 581

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

SVB Wealth's AEG Position: Q2 2025 in Review

SVB Wealth sold out of Aegon (AEG) in Q2 2025, closing a stake of 6,410 shares — an estimated $42.2K sold.

SVB Wealth first reported a position in AEG in Q2 2020 and held it in 8 quarters. The position peaked at $475K in Q1 2021. 267 funds tracked by Wall St. Rank hold AEG as of Q2 2025.

  • SVB Wealth reported no remaining Aegon position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 6,410 Aegon shares in Q2 2025, an estimated $42.2K.
  • SVB Wealth first reported a position in Aegon in Q2 2020 and held it in 8 quarters.
  • SVB Wealth's Aegon position peaked at $475K in Q1 2021.
  • 267 funds tracked by Wall St. Rank held Aegon as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.