SYM Financial Corp’s Aegon AEG Stock Holding History

SYM Financial Corp’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	-11,388	Closed	-$91K	–	418
2025 Q3	$91K	Buy	+11,388	New	+$85K	0.01%	348

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SYM Financial Corp's AEG Position: Q4 2025 in Review

SYM Financial Corp sold out of Aegon (AEG) in Q4 2025, closing a stake of 11,388 shares — an estimated $91K sold.

SYM Financial Corp first reported a position in AEG in Q3 2025 and held it in 1 quarter. The position peaked at $91K in Q3 2025. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

SYM Financial Corp reported no remaining Aegon position as of Q4 2025 after selling out during the quarter.
SYM Financial Corp sold 11,388 Aegon shares in Q4 2025, an estimated $91K.
SYM Financial Corp first reported a position in Aegon in Q3 2025 and held it in 1 quarter.
SYM Financial Corp's Aegon position peaked at $91K in Q3 2025.
300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.