PS
AEG icon

Planning Strategies’s Aegon AEG Stock Holding History

Planning Strategies’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 		$811 Buy
+94
New +$855 ﹤0.01% 839

Other funds holding AEG

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies's AEG Position: Q3 2026 in Review

Planning Strategies opened a new position in Aegon (AEG) in Q3 2026: 94 shares worth $811. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings.

12 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Planning Strategies held 94 shares of Aegon worth $811 as of Q3 2026.
  • Aegon was a new Planning Strategies position in Q3 2026.
  • Aegon made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #839 holding.
  • 12 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.