WhitTier Trust Company’s Aegon AEG Stock Holding History

WhitTier Trust Company’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
2025 Q3	–	Sell	-5,164	Closed	-$37.4K	–	1279
2025 Q2	$37.4K	Hold	5,164	–	–	﹤0.01%	854
2025 Q1	$34K	Hold	5,164	–	–	﹤0.01%	857
2024 Q4	$30.4K	Hold	5,164	–	–	﹤0.01%	854
2024 Q3	$33K	Hold	5,164	–	–	﹤0.01%	838
2024 Q2	$31.7K	Hold	5,164	–	–	﹤0.01%	791
2024 Q1	$31.2K	Hold	5,164	–	–	﹤0.01%	767
2023 Q4	$29.7K	Hold	5,164	–	–	﹤0.01%	757
2023 Q3	$24.7K	Hold	5,164	–	–	﹤0.01%	780
2023 Q2	$26.2K	Hold	5,164	–	–	﹤0.01%	803
2023 Q1	$22.2K	Hold	5,164	–	–	﹤0.01%	830
2022 Q4	$26K	Buy	+5,164	New	+$23.9K	﹤0.01%	793
2017 Q4	–	Sell	-273	Closed	-$1K	–	986
2017 Q3	$1K	Sell	273 -8	-3%	-$36	﹤0.01%	963
2017 Q2	$1K	Sell	281 -8	-3%	-$31	﹤0.01%	887
2017 Q1	$1K	Hold	289	–	–	﹤0.01%	909
2016 Q4	$1K	Hold	289	–	–	﹤0.01%	935
2016 Q3	$1K	Sell	289 -10	-3%	-$30	﹤0.01%	870
2016 Q2	$1K	Sell	299 -10	-3%	-$38	﹤0.01%	875
2016 Q1	$1K	Hold	309	–	–	﹤0.01%	871
2015 Q4	$1K	Buy	+309	New	+$1.32K	﹤0.01%	864

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

WhitTier Trust Company's AEG Position: Q3 2025 in Review

WhitTier Trust Company sold out of Aegon (AEG) in Q3 2025, closing a stake of 5,164 shares — an estimated $37.4K sold.

WhitTier Trust Company first reported a position in AEG in Q4 2015 and held it in 19 quarters. The position peaked at $37.4K in Q2 2025. 281 funds tracked by Wall St. Rank hold AEG as of Q3 2025.

WhitTier Trust Company reported no remaining Aegon position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 5,164 Aegon shares in Q3 2025, an estimated $37.4K.
WhitTier Trust Company first reported a position in Aegon in Q4 2015 and held it in 19 quarters.
WhitTier Trust Company's Aegon position peaked at $37.4K in Q2 2025.
281 funds tracked by Wall St. Rank held Aegon as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.