Pinnacle Wealth Planning Services’s Aegon AEG Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$48.2K	Sell	5,580 -196	-3%	-$1.78K	﹤0.01%	1289
2026 Q2	$48.7K	Buy	5,776 +86	+2%	+$709	﹤0.01%	1290
2026 Q1	$41.3K	Buy	5,690 +1,629	+40%	+$12.1K	﹤0.01%	1309
2025 Q4	$31.3K	Buy	+4,061	New	+$31K	﹤0.01%	1498
2023 Q2	–	Sell	-10,692	Closed	-$46K	–	461
2023 Q1	$46K	Sell	10,692 -32	-0.3%	-$162	0.01%	462
2022 Q4	$54K	Sell	10,724 -4,910	-31%	-$22.7K	0.01%	430
2022 Q3	$62K	Sell	15,634 -446	-3%	-$1.94K	0.01%	390
2022 Q2	$69K	Sell	16,080 -342	-2%	-$1.7K	0.01%	400
2022 Q1	$83K	Hold	16,422	–	–	0.02%	415
2021 Q4	$78K	Sell	16,422 -1,356	-8%	-$6.34K	0.02%	406
2021 Q3	$87K	Buy	+17,778	New	+$77K	0.02%	361
2021 Q1	–	Sell	-2,639	Closed	-$10K	–	370
2020 Q4	$10K	Buy	+2,639	New	+$8.07K	﹤0.01%	1377
2020 Q2	–	Sell	-15,841	Closed	-$35K	–	270
2020 Q1	$35K	Buy	+15,841	New	+$52.8K	0.02%	229

Other funds holding AEG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Pinnacle Wealth Planning Services's AEG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Aegon (AEG) stake by 3.4% in Q3 2026, selling an estimated $1.78K and leaving 5,580 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Pinnacle Wealth Planning Services first reported a position in AEG in Q1 2020 and has held it in 13 quarters since. The position peaked at $87K in Q3 2021. 190 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

Pinnacle Wealth Planning Services held 5,580 shares of Aegon worth $48.2K as of Q3 2026.
Pinnacle Wealth Planning Services sold 196 Aegon shares in Q3 2026, an estimated $1.78K.
Aegon made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1289 holding.
Pinnacle Wealth Planning Services first reported a position in Aegon in Q1 2020 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's Aegon position peaked at $87K in Q3 2021.
190 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.