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 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