NRI
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NFP Retirement Inc’s Aegon AEG Stock Holding History

NFP Retirement Inc’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 		$203K Hold
27,938
– – 0.01% 302
2025
Q4 		$215K Hold
27,938
– – 0.01% 285
2025
Q3 		$223K Hold
27,938
– – 0.01% 278
2025
Q2 		$202K Hold
27,938
– – 0.01% 284
2025
Q1 		$184K Hold
27,938
– – 0.01% 266
2024
Q4 		$165K Hold
27,938
– – 0.01% 282
2024
Q3 		$179K Hold
27,938
– – 0.01% 275
2024
Q2 		$171K Buy
+27,938
New +$176K 0.01% 268

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

NFP Retirement Inc's AEG Position: Q1 2026 in Review

NFP Retirement Inc held its Aegon (AEG) position steady in Q1 2026 at 27,938 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #302.

NFP Retirement Inc first reported a position in AEG in Q2 2024 and has held it in 8 quarters since. The position peaked at $223K in Q3 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • NFP Retirement Inc held 27,938 shares of Aegon worth $203K as of Q1 2026.
  • NFP Retirement Inc left its Aegon share count unchanged in Q1 2026.
  • Aegon made up 0.01% of NFP Retirement Inc's portfolio in Q1 2026, its #302 holding.
  • NFP Retirement Inc first reported a position in Aegon in Q2 2024 and has held it in 8 quarters since.
  • NFP Retirement Inc's Aegon position peaked at $223K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.