Yousif Capital Management’s Aegon AEG Stock Holding History

Yousif Capital 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	–	Sell	-20,045	Closed	-$146K	–	1666
2026 Q1	$146K	Hold	20,045	–	–	﹤0.01%	1806
2025 Q4	$150K	Hold	20,045	–	–	﹤0.01%	1823
2025 Q3	$160K	Hold	20,045	–	–	﹤0.01%	1832
2025 Q2	$145K	Buy	20,045 +1,470	+8%	+$9.82K	﹤0.01%	1870
2025 Q1	$122K	Hold	18,575	–	–	﹤0.01%	1868
2024 Q4	$109K	Sell	18,575 -13,800	-43%	-$86.5K	﹤0.01%	1889
2024 Q3	$207K	Hold	32,375	–	–	﹤0.01%	1853
2024 Q2	$198K	Hold	32,375	–	–	﹤0.01%	1840
2024 Q1	$196K	Hold	32,375	–	–	﹤0.01%	1875
2023 Q4	$186K	Hold	32,375	–	–	﹤0.01%	1888
2023 Q3	$155K	Hold	32,375	–	–	﹤0.01%	1882
2023 Q2	$164K	Hold	32,375	–	–	﹤0.01%	1866
2023 Q1	$139K	Hold	32,375	–	–	﹤0.01%	1871
2022 Q4	$163K	Hold	32,375	–	–	﹤0.01%	1856
2022 Q3	$128K	Sell	32,375 -771	-2%	-$3.36K	﹤0.01%	1870
2022 Q2	$142K	Sell	33,146 -951	-3%	-$4.72K	﹤0.01%	1884
2022 Q1	$173K	Hold	34,097	–	–	﹤0.01%	1935
2021 Q4	$161K	Buy	+34,097	New	+$159K	﹤0.01%	1949

Other funds holding AEG

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $136M AUM

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Yousif Capital Management's AEG Position: Q2 2026 in Review

Yousif Capital Management sold out of Aegon (AEG) in Q2 2026, closing a stake of 20,045 shares — an estimated $146K sold.

Yousif Capital Management first reported a position in AEG in Q4 2021 and held it in 18 quarters. The position peaked at $207K in Q3 2024. 102 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Yousif Capital Management reported no remaining Aegon position as of Q2 2026 after selling out during the quarter.
Yousif Capital Management sold 20,045 Aegon shares in Q2 2026, an estimated $146K.
Yousif Capital Management first reported a position in Aegon in Q4 2021 and held it in 18 quarters.
Yousif Capital Management's Aegon position peaked at $207K in Q3 2024.
102 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.