Jones Financial Companies
AEG icon

Jones Financial Companies’s Aegon AEG Stock Holding History

Jones Financial Companies’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 		$227K Buy
27,020
+11,871
+78% +$97.8K ﹤0.01% 2522
2026
Q1 		$104K Buy
15,149
+4,172
+38% +$31.1K ﹤0.01% 2655
2025
Q4 		$84.6K Buy
10,977
+7,599
+225% +$58.1K ﹤0.01% 2275
2025
Q3 		$26.9K Buy
3,378
+546
+19% +$4.08K ﹤0.01% 2649
2025
Q2 		$20.5K Buy
2,832
+431
+18% +$2.88K ﹤0.01% 2575
2025
Q1 		$15.9K Buy
2,401
+479
+25% +$3.06K ﹤0.01% 2518
2024
Q4 		$11.3K Hold
1,922
– – ﹤0.01% 2486
2024
Q3 		$12.3K Buy
1,922
+1,526
+385% +$9.44K ﹤0.01% 2144
2024
Q2 		$2.42K Buy
396
+195
+97% +$1.23K ﹤0.01% 2119
2024
Q1 		$1.22K Hold
201
– – ﹤0.01% 1295
2023
Q4 		$1.16K Buy
+201
New +$1.04K ﹤0.01% 950

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 $552B AUM 44.19% 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

Jones Financial Companies's AEG Position: Q2 2026 in Review

Jones Financial Companies increased its Aegon (AEG) stake by 78% in Q2 2026, buying an estimated $97.8K and bringing the position to 27,020 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

Jones Financial Companies first reported a position in AEG in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Jones Financial Companies held 27,020 shares of Aegon worth $227K as of Q2 2026.
  • Jones Financial Companies bought 11,871 Aegon shares in Q2 2026, an estimated $97.8K.
  • Aegon made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2522 holding.
  • Jones Financial Companies first reported a position in Aegon in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.