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BFC Planning, Inc.’s Aegon AEG Stock Holding History

BFC Planning, Inc.’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 		$143 Sell
17
-12
-41% -$99 ﹤0.01% 3337
2026
Q1 		$211 Sell
29
-14,977
-100% -$112K ﹤0.01% 2925
2025
Q4 		$116K Sell
15,006
-39
-0.3% -$298 0.01% 1062
2025
Q3 		$120K Sell
15,045
-260
-2% -$1.94K 0.01% 855
2025
Q2 		$111K Hold
15,305
– – 0.01% 844
2025
Q1 		$101K Buy
15,305
+226
+1% +$1.44K 0.01% 869
2024
Q4 		$88.8K Buy
+15,079
New +$94.5K 0.01% 918

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFC Planning, Inc.'s AEG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Aegon (AEG) stake by 41% in Q2 2026, selling an estimated $99 and leaving 17 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

BFC Planning, Inc. first reported a position in AEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $120K in Q3 2025. 312 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • BFC Planning, Inc. held 17 shares of Aegon worth $143 as of Q2 2026.
  • BFC Planning, Inc. sold 12 Aegon shares in Q2 2026, an estimated $99.
  • Aegon made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3337 holding.
  • BFC Planning, Inc. first reported a position in Aegon in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Aegon position peaked at $120K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.