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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
Q2 		$475K Buy
56,301
+8,869
+19% +$73.1K 0.02% 387
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
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
QCM
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

Venturi Wealth Management's AEG Position: Q2 2026 in Review

Venturi Wealth Management increased its Aegon (AEG) stake by 19% in Q2 2026, buying an estimated $73.1K and bringing the position to 56,301 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #387.

Venturi Wealth Management first reported a position in AEG in Q3 2024 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Venturi Wealth Management held 56,301 shares of Aegon worth $475K as of Q2 2026.
  • Venturi Wealth Management bought 8,869 Aegon shares in Q2 2026, an estimated $73.1K.
  • Aegon made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Venturi Wealth Management first reported a position in Aegon in Q3 2024 and has held it in 6 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.