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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
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

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
QCM
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

Larson Financial Group's AEG Position: Q2 2026 in Review

Larson Financial Group increased its Aegon (AEG) stake by 226% in Q2 2026, buying an estimated $24.2K and bringing the position to 4,233 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Larson Financial Group first reported a position in AEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $660K in Q1 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Larson Financial Group held 4,233 shares of Aegon worth $35.7K as of Q2 2026.
  • Larson Financial Group bought 2,934 Aegon shares in Q2 2026, an estimated $24.2K.
  • Aegon made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1672 holding.
  • Larson Financial Group first reported a position in Aegon in Q4 2023 and has held it in 11 quarters since.
  • Larson Financial Group's Aegon position peaked at $660K in Q1 2025.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

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