Financial Gravity Companies’s Aegon AEG Stock Holding History

Financial Gravity Companies’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	$17	Buy	+2	New	+$16	﹤0.01%	983
2018 Q4	$0	Buy	+40	New	+$195	﹤0.01%	1353
2018 Q1	$0	Sell	45 -4	-8%	-$22	﹤0.01%	1382
2017 Q4	$0	Buy	+49	New	+$239	﹤0.01%	1339

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

Financial Gravity Companies's AEG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Aegon (AEG) in Q2 2026: 2 shares worth $17. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AEG as recently as Q4 2018.

Financial Gravity Companies first reported a position in AEG in Q4 2017 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Financial Gravity Companies held 2 shares of Aegon worth $17 as of Q2 2026.
Aegon was a new Financial Gravity Companies position in Q2 2026.
Aegon made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #983 holding.
Financial Gravity Companies first reported a position in Aegon in Q4 2017 and has held it in 4 quarters since.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.