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Vise Technologies’s Aegon AEG Stock Holding History

Vise Technologies’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 		$102K Sell
12,048
-6,555
-35% -$54K ﹤0.01% 1738
2026
Q1 		$143K Hold
18,603
– – ﹤0.01% 1404
2025
Q4 		$143K Sell
18,603
-16,610
-47% -$127K ﹤0.01% 1417
2025
Q3 		$281K Buy
35,213
+8,557
+32% +$63.9K 0.01% 926
2025
Q2 		$193K Buy
+26,656
New +$178K 0.01% 998

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

Vise Technologies's AEG Position: Q2 2026 in Review

Vise Technologies reduced its Aegon (AEG) stake by 35% in Q2 2026, selling an estimated $54K and leaving 12,048 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Vise Technologies first reported a position in AEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $281K in Q3 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Vise Technologies held 12,048 shares of Aegon worth $102K as of Q2 2026.
  • Vise Technologies sold 6,555 Aegon shares in Q2 2026, an estimated $54K.
  • Aegon made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1738 holding.
  • Vise Technologies first reported a position in Aegon in Q2 2025 and has held it in 5 quarters since.
  • Vise Technologies's Aegon position peaked at $281K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.