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PDS Planning’s Aegon AEG Stock Holding History

PDS 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 		$175K Hold
24,050
– – 0.01% 533
2025
Q4 		$185K Buy
24,050
+7,500
+45% +$57.3K 0.01% 523
2025
Q3 		$132K Hold
16,550
– – 0.01% 523
2025
Q2 		$120K Buy
16,550
+5,127
+45% +$34.3K 0.01% 500
2025
Q1 		$75.3K Hold
11,423
– – 0.01% 464
2024
Q4 		$67.3K Hold
11,423
– – 0.01% 431
2024
Q3 		$73K Hold
11,423
– – 0.01% 431
2024
Q2 		$70K Hold
11,423
– – 0.01% 383
2024
Q1 		$69.1K Buy
11,423
+478
+4% +$2.78K 0.01% 388
2023
Q4 		$63K Sell
10,945
-787
-7% -$4.09K 0.01% 360
2023
Q3 		$56.3K Buy
11,732
+787
+7% +$4.05K 0.01% 332
2023
Q2 		$55.5K Buy
10,945
+426
+4% +$1.95K 0.01% 335
2023
Q1 		$45.2K Buy
+10,519
New +$53.2K 0.01% 298

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

PDS Planning's AEG Position: Q1 2026 in Review

PDS Planning held its Aegon (AEG) position steady in Q1 2026 at 24,050 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #533.

PDS Planning first reported a position in AEG in Q1 2023 and has held it in 13 quarters since. The position peaked at $185K in Q4 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • PDS Planning held 24,050 shares of Aegon worth $175K as of Q1 2026.
  • PDS Planning left its Aegon share count unchanged in Q1 2026.
  • Aegon made up 0.01% of PDS Planning's portfolio in Q1 2026, its #533 holding.
  • PDS Planning first reported a position in Aegon in Q1 2023 and has held it in 13 quarters since.
  • PDS Planning's Aegon position peaked at $185K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.