Cornerstone Planning Group’s Aegon AEG Stock Holding History

Cornerstone Planning Group’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	$5.04K	Hold	550	–	–	﹤0.01%	1080
2026 Q1	$4.49K	Hold	550	–	–	﹤0.01%	1113
2025 Q4	$4.27K	Buy	550 +497	+938%	+$3.8K	﹤0.01%	1026
2025 Q3	$6.91K	Sell	53 -497	-90%	-$3.71K	﹤0.01%	865
2025 Q2	$3.92K	Buy	550 +491	+832%	+$3.28K	﹤0.01%	782
2025 Q1	$375	Sell	59 -236	-80%	-$1.51K	﹤0.01%	1366
2024 Q4	$1.95K	Sell	295 -42	-12%	-$263	﹤0.01%	801
2024 Q3	$2.15K	Sell	337 -538	-61%	-$3.33K	﹤0.01%	753
2024 Q2	$5.12K	Buy	875 +805	+1,150%	+$5.08K	﹤0.01%	568
2024 Q1	$444	Buy	+70	New	+$407	﹤0.01%	962

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Planning Group's AEG Position: Q2 2026 in Review

Cornerstone Planning Group held its Aegon (AEG) position steady in Q2 2026 at 550 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Cornerstone Planning Group first reported a position in AEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.91K in Q3 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Cornerstone Planning Group held 550 shares of Aegon worth $5.04K as of Q2 2026.
Cornerstone Planning Group left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1080 holding.
Cornerstone Planning Group first reported a position in Aegon in Q1 2024 and has held it in 10 quarters since.
Cornerstone Planning Group's Aegon position peaked at $6.91K in Q3 2025.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.