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Jackson Thornton Wealth Management’s Aegon AEG Stock Holding History

Jackson Thornton Wealth 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 		$113K Buy
14,359
+2,625
+22% +$19.6K 0.01% 282
2025
Q4 		$92.6K Sell
11,734
-1,531
-12% -$11.7K 0.01% 300
2025
Q3 		$102K Buy
13,265
+1,855
+16% +$13.9K 0.01% 275
2025
Q2 		$80.4K Buy
+11,410
New +$76.3K 0.01% 152

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Jackson Thornton Wealth Management's AEG Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Aegon (AEG) stake by 22% in Q1 2026, buying an estimated $19.6K and bringing the position to 14,359 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #282.

Jackson Thornton Wealth Management first reported a position in AEG in Q2 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Jackson Thornton Wealth Management held 14,359 shares of Aegon worth $113K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 2,625 Aegon shares in Q1 2026, an estimated $19.6K.
  • Aegon made up 0.01% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #282 holding.
  • Jackson Thornton Wealth Management first reported a position in Aegon in Q2 2025 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.