Financial Gravity Asset Management’s Aegon AEG Stock Holding History

Financial Gravity Asset 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 Q1	$15	Hold	2	–	–	﹤0.01%	919
2025 Q4	$15	Buy	+2	New	+$15	﹤0.01%	741
2019 Q4	$5K	Sell	22 -1	-4%	-$4	﹤0.01%	1262
2019 Q3	$0	Hold	23	–	–	﹤0.01%	1179
2019 Q2	$0	Hold	23	–	–	﹤0.01%	1209
2019 Q1	$0	Buy	+23	New	+$100	﹤0.01%	1308
2018 Q3	$0	Sell	40 -4	-9%	-$21	﹤0.01%	1366
2018 Q2	$0	Sell	44 -1	-2%	-$6	﹤0.01%	1391
2018 Q1	$0	Buy	+45	New	+$248	﹤0.01%	1381

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Financial Gravity Asset Management's AEG Position: Q1 2026 in Review

Financial Gravity Asset Management held its Aegon (AEG) position steady in Q1 2026 at 2 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Financial Gravity Asset Management first reported a position in AEG in Q1 2018 and has held it in 9 quarters since. The position peaked at $5K in Q4 2019. 291 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

Financial Gravity Asset Management held 2 shares of Aegon worth $15 as of Q1 2026.
Financial Gravity Asset Management left its Aegon share count unchanged in Q1 2026.
Aegon made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #919 holding.
Financial Gravity Asset Management first reported a position in Aegon in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's Aegon position peaked at $5K in Q4 2019.
291 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.