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 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

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

Pinnacle Wealth Planning Services's AEG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Aegon (AEG) stake by 1.5% in Q2 2026, buying an estimated $709 and bringing the position to 5,776 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Pinnacle Wealth Planning Services first reported a position in AEG in Q1 2020 and has held it in 12 quarters since. The position peaked at $87K in Q3 2021. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Pinnacle Wealth Planning Services held 5,776 shares of Aegon worth $48.7K as of Q2 2026.
Pinnacle Wealth Planning Services bought 86 Aegon shares in Q2 2026, an estimated $709.
Aegon made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1290 holding.
Pinnacle Wealth Planning Services first reported a position in Aegon in Q1 2020 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's Aegon position peaked at $87K in Q3 2021.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.