Larson Financial Group
AEG icon

Larson Financial Group’s Aegon AEG Stock Holding History

Larson Financial Group’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
Q3 		$18.8K Sell
2,176
-2,057
-49% -$18.7K ﹤0.01% 2152
2026
Q2 		$35.7K Buy
4,233
+2,934
+226% +$24.2K ﹤0.01% 1672
2026
Q1 		$9.43K Sell
1,299
-1,639
-56% -$12.2K ﹤0.01% 2285
2025
Q4 		$22.7K Buy
2,938
+645
+28% +$4.93K ﹤0.01% 1642
2025
Q3 		$18.3K Buy
2,293
+96
+4% +$717 ﹤0.01% 1687
2025
Q2 		$15.9K Sell
2,197
-97,887
-98% -$654K ﹤0.01% 1586
2025
Q1 		$660K Buy
100,084
+100,000
+119,048% +$639K 0.03% 332
2024
Q4 		$495 Hold
84
– – ﹤0.01% 2200
2024
Q3 		$537 Hold
84
– – ﹤0.01% 2108
2024
Q2 		$515 Hold
84
– – ﹤0.01% 1832
2024
Q1 		$508 Hold
84
– – ﹤0.01% 1558
2023
Q4 		$484 Buy
+84
New +$437 ﹤0.01% 1582

Other funds holding AEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Larson Financial Group's AEG Position: Q3 2026 in Review

Larson Financial Group reduced its Aegon (AEG) stake by 49% in Q3 2026, selling an estimated $18.7K and leaving 2,176 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Larson Financial Group first reported a position in AEG in Q4 2023 and has held it in 12 quarters since. The position peaked at $660K in Q1 2025. 179 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Larson Financial Group held 2,176 shares of Aegon worth $18.8K as of Q3 2026.
  • Larson Financial Group sold 2,057 Aegon shares in Q3 2026, an estimated $18.7K.
  • Aegon made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2152 holding.
  • Larson Financial Group first reported a position in Aegon in Q4 2023 and has held it in 12 quarters since.
  • Larson Financial Group's Aegon position peaked at $660K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.