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Venturi Wealth Management’s Aegon AEG Stock Holding History

Venturi Wealth Management’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 		$344K Buy
47,432
+29,005
+157% +$216K 0.02% 435
2025
Q4 		$142K Buy
18,427
+4,503
+32% +$34.4K 0.01% 573
2025
Q3 		$111K Buy
+13,924
New +$104K 0.01% 561
2025
Q1 		– Sell
-302
Closed -$1.78K – 575
2024
Q4 		$1.78K Hold
302
– – ﹤0.01% 1865
2024
Q3 		$1.93K Buy
+302
New +$1.87K ﹤0.01% 1673

Other funds holding AEG

Dodge & Cox
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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