Joel Greenblatt’s Aegon AEG Stock Holding History

Joel Greenblatt’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	$183K	Hold	21,727	–	–	﹤0.01%	1740
2026 Q1	$158K	Hold	21,727	–	–	﹤0.01%	1707
2025 Q4	$168K	Hold	21,727	–	–	﹤0.01%	1667
2025 Q3	$174K	Buy	21,727 +1,695	+8%	+$12.7K	﹤0.01%	1628
2025 Q2	$145K	Buy	20,032 +378	+2%	+$2.53K	﹤0.01%	1599
2025 Q1	$130K	Buy	+19,654	New	+$126K	﹤0.01%	1497

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

Joel Greenblatt's AEG Position: Q2 2026 in Review

Joel Greenblatt held its Aegon (AEG) position steady in Q2 2026 at 21,727 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Joel Greenblatt first reported a position in AEG in Q1 2025 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Joel Greenblatt held 21,727 shares of Aegon worth $183K as of Q2 2026.
Joel Greenblatt left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1740 holding.
Joel Greenblatt first reported a position in Aegon in Q1 2025 and has held it in 6 quarters since.
308 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.