Creative Planning’s Aegon AEG Stock Holding History

Creative Planning’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
2020 Q4	–	Sell	-3,251	Closed	-$1K	–	2342
2020 Q3	$1K	Buy	+3,251	New	+$8.64K	﹤0.01%	2108

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

Creative Planning's AEG Position: Q2 2026 in Review

Creative Planning increased its Aegon (AEG) stake by 30% in Q2 2026, buying an estimated $1.32M and bringing the position to 685,666 shares worth $5.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Creative Planning first reported a position in AEG in Q2 2013 and has held it in 51 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Creative Planning held 685,666 shares of Aegon worth $5.79M as of Q2 2026.
Creative Planning bought 159,718 Aegon shares in Q2 2026, an estimated $1.32M.
Aegon made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1291 holding.
Creative Planning first reported a position in Aegon in Q2 2013 and has held it in 51 quarters since.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.