VFA
AEG icon

Valeo Financial Advisors’s Aegon AEG Stock Holding History

Valeo 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 		– Sell
-11,183
Closed -$86.2K – 761
2025
Q4 		$86.2K Buy
11,183
+190
+2% +$1.45K ﹤0.01% 795
2025
Q3 		$87.8K Buy
+10,993
New +$82.1K ﹤0.01% 796
2021
Q1 		– Sell
-965
Closed -$4K – 1996
2020
Q4 		$4K Hold
965
– – ﹤0.01% 1394
2020
Q3 		$2K Hold
965
– – ﹤0.01% 1379
2020
Q2 		$3K Sell
965
-438
-31% -$1.08K ﹤0.01% 1644
2020
Q1 		$4K Buy
1,403
+24
+2% +$80 ﹤0.01% 1330
2019
Q4 		$6K Hold
1,379
– – ﹤0.01% 1216
2019
Q3 		$5K Sell
1,379
-5
-0.4% -$20 ﹤0.01% 1182
2019
Q2 		$6K Sell
1,384
-50
-3% -$213 ﹤0.01% 1138
2019
Q1 		$6K Hold
1,434
– – ﹤0.01% 1077
2018
Q4 		$6K Sell
1,434
-2,807
-66% -$13.7K ﹤0.01% 997
2018
Q3 		$22K Buy
4,241
+1,205
+40% +$6.26K ﹤0.01% 745
2018
Q2 		$16K Buy
3,036
+421
+16% +$2.32K ﹤0.01% 813
2018
Q1 		$14K Hold
2,615
– – ﹤0.01% 824
2017
Q4 		$13K Sell
2,615
-480
-16% -$2.34K ﹤0.01% 764
2017
Q3 		$15K Buy
+3,095
New +$14K ﹤0.01% 606

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Valeo Financial Advisors's AEG Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Aegon (AEG) in Q1 2026, closing a stake of 11,183 shares — an estimated $86.2K sold.

Valeo Financial Advisors first reported a position in AEG in Q3 2017 and held it in 16 quarters. The position peaked at $87.8K in Q3 2025. 291 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Aegon position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 11,183 Aegon shares in Q1 2026, an estimated $86.2K.
  • Valeo Financial Advisors first reported a position in Aegon in Q3 2017 and held it in 16 quarters.
  • Valeo Financial Advisors's Aegon position peaked at $87.8K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.