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 Q2	$599K	Hold	71,009	–	–	0.15%	33
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 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

OLIO Financial Planning's AEG Position: Q2 2026 in Review

OLIO Financial Planning held its Aegon (AEG) position steady in Q2 2026 at 71,009 shares worth $599K. The position accounts for 0.15% of the portfolio, ranked #33.

OLIO Financial Planning first reported a position in AEG in Q1 2022 and has held it in 10 quarters since. The position peaked at $672K in Q3 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

OLIO Financial Planning held 71,009 shares of Aegon worth $599K as of Q2 2026.
OLIO Financial Planning left its Aegon share count unchanged in Q2 2026.
Aegon made up 0.15% of OLIO Financial Planning's portfolio in Q2 2026, its #33 holding.
OLIO Financial Planning first reported a position in Aegon in Q1 2022 and has held it in 10 quarters since.
OLIO Financial Planning's Aegon position peaked at $672K in Q3 2025.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.