OFP
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OLIO Financial Planning’s Aegon AEG Stock Holding History

OLIO Financial Planning’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 		$516K Hold
71,009
– – 0.14% 37
2025
Q4 		$547K Sell
71,009
-13,140
-16% -$100K 0.15% 37
2025
Q3 		$672K Hold
84,149
– – 0.2% 30
2025
Q2 		$609K Hold
84,149
– – 0.19% 33
2025
Q1 		$555K Hold
84,149
– – 0.19% 33
2024
Q4 		$496K Buy
+84,149
New +$528K 0.17% 37
2023
Q4 		– Sell
-84,149
Closed -$404K – 53
2023
Q3 		$404K Buy
+84,149
New +$434K 0.19% 35
2022
Q3 		– Sell
-39,967
Closed -$171K – 43
2022
Q2 		$171K Sell
39,967
-851
-2% -$4.22K 0.1% 43
2022
Q1 		$207K Buy
+40,818
New +$206K 0.12% 44

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 $753M AUM 48.26% 1-Year Est. Return