Superior Planning, LLC’s Aegon AEG Stock Holding History

Superior Planning, LLC’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 Q3	$3.21K	Buy	+372	New	+$3.38K	﹤0.01%	1379

Other funds holding AEG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Superior Planning, LLC's AEG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Aegon (AEG) in Q3 2026: 372 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings.

228 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

Superior Planning, LLC held 372 shares of Aegon worth $3.21K as of Q3 2026.
Aegon was a new Superior Planning, LLC position in Q3 2026.
Aegon made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1379 holding.
228 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.