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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
Q2 		$204K Buy
24,135
+85
+0.4% +$700 0.01% 571
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 $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PDS Planning's AEG Position: Q2 2026 in Review

PDS Planning increased its Aegon (AEG) stake by 0.35% in Q2 2026, buying an estimated $700 and bringing the position to 24,135 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #571.

PDS Planning first reported a position in AEG in Q1 2023 and has held it in 14 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • PDS Planning held 24,135 shares of Aegon worth $204K as of Q2 2026.
  • PDS Planning bought 85 Aegon shares in Q2 2026, an estimated $700.
  • Aegon made up 0.01% of PDS Planning's portfolio in Q2 2026, its #571 holding.
  • PDS Planning first reported a position in Aegon in Q1 2023 and has held it in 14 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.