UMB Bank’s Aegon AEG Stock Holding History

UMB Bank’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	$7.28K	Hold	1,002	–	–	﹤0.01%	1954
2025 Q4	$7.72K	Sell	1,002 -1,097	-52%	-$8.39K	﹤0.01%	1912
2025 Q3	$16.8K	Sell	2,099 -222	-10%	-$1.66K	﹤0.01%	1502
2025 Q2	$16.8K	Sell	2,321 -408	-15%	-$2.73K	﹤0.01%	1435
2025 Q1	$18K	Hold	2,729	–	–	﹤0.01%	1355
2024 Q4	$16.1K	Hold	2,729	–	–	﹤0.01%	1333
2024 Q3	$17.4K	Hold	2,729	–	–	﹤0.01%	1282
2024 Q2	$16.7K	Hold	2,729	–	–	﹤0.01%	1136
2024 Q1	$16.5K	Hold	2,729	–	–	﹤0.01%	1148
2023 Q4	$15.7K	Sell	2,729 -349	-11%	-$1.81K	﹤0.01%	1147
2023 Q3	$14.8K	Hold	3,078	–	–	﹤0.01%	1157
2023 Q2	$15.6K	Buy	3,078 +1,632	+113%	+$7.48K	﹤0.01%	1158
2023 Q1	$6.22K	Hold	1,446	–	–	﹤0.01%	1382
2022 Q4	$7K	Hold	1,446	–	–	﹤0.01%	1372
2022 Q3	$6K	Sell	1,446 -243	-14%	-$1.06K	﹤0.01%	1415
2022 Q2	$7K	Sell	1,689 -3,710	-69%	-$18.4K	﹤0.01%	1479
2022 Q1	$27K	Sell	5,399 -129	-2%	-$652	﹤0.01%	1140
2021 Q4	$26K	Buy	+5,528	New	+$25.9K	﹤0.01%	1181

Other funds holding AEG

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return