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 Q2	$236K	Hold	27,938	–	–	0.01%	290
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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFP Retirement Inc's AEG Position: Q2 2026 in Review

NFP Retirement Inc held its Aegon (AEG) position steady in Q2 2026 at 27,938 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #290.

NFP Retirement Inc first reported a position in AEG in Q2 2024 and has held it in 9 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

NFP Retirement Inc held 27,938 shares of Aegon worth $236K as of Q2 2026.
NFP Retirement Inc left its Aegon share count unchanged in Q2 2026.
Aegon made up 0.01% of NFP Retirement Inc's portfolio in Q2 2026, its #290 holding.
NFP Retirement Inc first reported a position in Aegon in Q2 2024 and has held it in 9 quarters since.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.