Jones Financial Companies
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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
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 $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

Jones Financial Companies's AEG Position: Q1 2026 in Review

Jones Financial Companies increased its Aegon (AEG) stake by 38% in Q1 2026, buying an estimated $31.1K and bringing the position to 15,149 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Jones Financial Companies first reported a position in AEG in Q4 2023 and has held it in 10 quarters since. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Jones Financial Companies held 15,149 shares of Aegon worth $104K as of Q1 2026.
  • Jones Financial Companies bought 4,172 Aegon shares in Q1 2026, an estimated $31.1K.
  • Aegon made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2655 holding.
  • Jones Financial Companies first reported a position in Aegon in Q4 2023 and has held it in 10 quarters since.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.