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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
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 $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
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
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
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

United Capital Financial Advisors's AEG Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Aegon (AEG) stake by 9.8% in Q1 2026, selling an estimated $23.7K and leaving 29,216 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

United Capital Financial Advisors first reported a position in AEG in Q3 2014 and has held it in 18 quarters since. The position peaked at $354K in Q2 2018. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • United Capital Financial Advisors held 29,216 shares of Aegon worth $212K as of Q1 2026.
  • United Capital Financial Advisors sold 3,178 Aegon shares in Q1 2026, an estimated $23.7K.
  • Aegon made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1533 holding.
  • United Capital Financial Advisors first reported a position in Aegon in Q3 2014 and has held it in 18 quarters since.
  • United Capital Financial Advisors's Aegon position peaked at $354K in Q2 2018.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.