Independent Advisor Alliance’s Aegon AEG Stock Holding History

Independent Advisor Alliance’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	$173K	Buy	+20,524	New	+$169K	﹤0.01%	989

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

Independent Advisor Alliance's AEG Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Aegon (AEG) in Q2 2026: 20,524 shares worth $173K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings.

309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Independent Advisor Alliance held 20,524 shares of Aegon worth $173K as of Q2 2026.
Aegon was a new Independent Advisor Alliance position in Q2 2026.
Aegon made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #989 holding.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.