WA
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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
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 $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
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