United Capital Financial Advisors
AEG icon

United Capital Financial Advisors’s Aegon AEG Stock Holding History

United Capital Financial 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 		$247K Buy
29,265
+49
+0.2% +$404 ﹤0.01% 1453
2026
Q1 		$212K Sell
29,216
-3,178
-10% -$23.7K ﹤0.01% 1533
2025
Q4 		$250K Buy
32,394
+2,794
+9% +$21.4K ﹤0.01% 1241
2025
Q3 		$237K Buy
29,600
+2,572
+10% +$19.2K ﹤0.01% 1094
2025
Q2 		$196K Sell
27,028
-2,496
-8% -$16.7K ﹤0.01% 1063
2025
Q1 		$195K Buy
29,524
+3
+0% +$19 ﹤0.01% 1022
2024
Q4 		$174K Sell
29,521
-3,324
-10% -$20.8K ﹤0.01% 1030
2024
Q3 		$210K Sell
32,845
-1,065
-3% -$6.59K ﹤0.01% 996
2024
Q2 		$208K Buy
33,910
+3,482
+11% +$22K ﹤0.01% 969
2024
Q1 		$184K Sell
30,428
-1,403
-4% -$8.17K ﹤0.01% 1031
2023
Q4 		$183K Buy
+31,831
New +$165K ﹤0.01% 1011
2020
Q1 		– Sell
-14,913
Closed -$62K – 1186
2019
Q4 		$62K Buy
+14,913
New +$60.9K ﹤0.01% 1335
2018
Q3 		– Sell
-71,768
Closed -$354K – 1327
2018
Q2 		$354K Buy
+71,768
New +$395K ﹤0.01% 1032
2016
Q3 		– Sell
-22,642
Closed -$67K – 1255
2016
Q2 		$67K Sell
22,642
-9,557
-30% -$35.9K ﹤0.01% 1227
2016
Q1 		$127K Buy
32,199
+6,813
+27% +$26.4K ﹤0.01% 1164
2015
Q4 		$103K Buy
+25,386
New +$108K ﹤0.01% 1172
2015
Q3 		– Sell
-14,324
Closed -$75K – 1239
2015
Q2 		$75K Buy
+14,324
New +$77.7K ﹤0.01% 1234
2015
Q1 		– Sell
-14,704
Closed -$76K – 1235
2014
Q4 		$76K Sell
14,704
-67
-0.5% -$361 ﹤0.01% 1142
2014
Q3 		$84K Buy
+14,771
New +$83.6K ﹤0.01% 1084

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
Quantinno Capital Management
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

United Capital Financial Advisors's AEG Position: Q2 2026 in Review

United Capital Financial Advisors increased its Aegon (AEG) stake by 0.17% in Q2 2026, buying an estimated $404 and bringing the position to 29,265 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

United Capital Financial Advisors first reported a position in AEG in Q3 2014 and has held it in 19 quarters since. The position peaked at $354K in Q2 2018. 311 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • United Capital Financial Advisors held 29,265 shares of Aegon worth $247K as of Q2 2026.
  • United Capital Financial Advisors bought 49 Aegon shares in Q2 2026, an estimated $404.
  • Aegon made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1453 holding.
  • United Capital Financial Advisors first reported a position in Aegon in Q3 2014 and has held it in 19 quarters since.
  • United Capital Financial Advisors's Aegon position peaked at $354K in Q2 2018.
  • 311 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.