Gleason Group
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Gleason Group’s Aegon AEG Stock Holding History

Gleason 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
Q3 		$13.3K Buy
1,538
+544
+55% +$4.95K ﹤0.01% 193
2026
Q2 		$8.39K Sell
994
-3
-0.3% -$25 ﹤0.01% 242
2026
Q1 		$7.24K Sell
997
-3
-0.3% -$22 ﹤0.01% 187
2025
Q4 		$7.71K Buy
+1,000
New +$7.64K ﹤0.01% 182

Other funds holding AEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Private Wealth Asset Management
Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Gleason Group's AEG Position: Q3 2026 in Review

Gleason Group increased its Aegon (AEG) stake by 55% in Q3 2026, buying an estimated $4.95K and bringing the position to 1,538 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Gleason Group first reported a position in AEG in Q4 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Gleason Group held 1,538 shares of Aegon worth $13.3K as of Q3 2026.
  • Gleason Group bought 544 Aegon shares in Q3 2026, an estimated $4.95K.
  • Aegon made up ﹤0.01% of Gleason Group's portfolio in Q3 2026, its #193 holding.
  • Gleason Group first reported a position in Aegon in Q4 2025 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.