MOTCO’s Aegon AEG Stock Holding History

MOTCO’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	$397	Buy	+46	New	+$418	﹤0.01%	753
2023 Q3	–	Sell	-51	Closed	-$259	–	837
2023 Q2	$259	Buy	+51	New	+$234	﹤0.01%	942
2016 Q4	–	Sell	-746	Closed	-$2K	–	562
2016 Q3	$2K	Buy	+746	New	+$2.22K	﹤0.01%	614
2015 Q3	–	Sell	-1,564	Closed	-$8K	–	590
2015 Q2	$8K	Sell	1,564 -29	-2%	-$157	﹤0.01%	463
2015 Q1	$9K	Hold	1,593	–	–	﹤0.01%	449
2014 Q4	$8K	Hold	1,593	–	–	﹤0.01%	493
2014 Q3	$9K	Sell	1,593 -27	-2%	-$153	﹤0.01%	488
2014 Q2	$10K	Buy	1,620 +736	+83%	+$4.43K	﹤0.01%	459
2014 Q1	$6K	Buy	+884	New	+$5.4K	﹤0.01%	497

Other funds holding AEG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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 New York $9.5B AUM 27.65% 1-Year Est. Return

Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return

MOTCO's AEG Position: Q3 2026 in Review

MOTCO opened a new position in Aegon (AEG) in Q3 2026: 46 shares worth $397. The stake represents ﹤0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: MOTCO previously reported a position in AEG as recently as Q2 2023.

MOTCO first reported a position in AEG in Q1 2014 and has held it in 9 quarters since. The position peaked at $10K in Q2 2014. 210 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

MOTCO held 46 shares of Aegon worth $397 as of Q3 2026.
Aegon was a new MOTCO position in Q3 2026.
Aegon made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #753 holding.
MOTCO first reported a position in Aegon in Q1 2014 and has held it in 9 quarters since.
MOTCO's Aegon position peaked at $10K in Q2 2014.
210 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.