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Waverly Advisors’s Aegon AEG Stock Holding History

Waverly 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
Q2 		$140K Sell
16,628
-262
-2% -$2.16K ﹤0.01% 1655
2026
Q1 		$123K Sell
16,890
-588
-3% -$4.38K ﹤0.01% 1522
2025
Q4 		$135K Buy
17,478
+690
+4% +$5.28K ﹤0.01% 1410
2025
Q3 		$134K Buy
16,788
+1,123
+7% +$8.38K ﹤0.01% 1245
2025
Q2 		$113K Buy
15,665
+4,225
+37% +$28.2K ﹤0.01% 1158
2025
Q1 		$75.4K Buy
11,440
+440
+4% +$2.81K ﹤0.01% 1097
2024
Q4 		$64.8K Buy
+11,000
New +$69K ﹤0.01% 975

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

Waverly Advisors's AEG Position: Q2 2026 in Review

Waverly Advisors reduced its Aegon (AEG) stake by 1.6% in Q2 2026, selling an estimated $2.16K and leaving 16,628 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Waverly Advisors first reported a position in AEG in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Waverly Advisors held 16,628 shares of Aegon worth $140K as of Q2 2026.
  • Waverly Advisors sold 262 Aegon shares in Q2 2026, an estimated $2.16K.
  • Aegon made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1655 holding.
  • Waverly Advisors first reported a position in Aegon in Q4 2024 and has held it in 7 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.