Plante Moran Financial Advisors’s Aegon AEG Stock Holding History

Plante Moran Financial Advisors’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	$692	Buy	+82	New	+$676	﹤0.01%	1016
2019 Q4	–	Sell	-286	Closed	-$1K	–	741
2019 Q3	$1K	Buy	+286	New	+$1.14K	﹤0.01%	811
2018 Q2	–	Sell	-7,597	Closed	-$42K	–	807
2018 Q1	$42K	Sell	7,597 -3,492	-31%	-$19.2K	0.02%	377
2017 Q4	$57K	Buy	11,089 +2,082	+23%	+$10.1K	0.03%	311
2017 Q3	$42K	Sell	9,007 -1,652	-15%	-$7.49K	0.03%	340
2017 Q2	$43K	Buy	+10,659	New	+$41.7K	0.03%	340

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

Plante Moran Financial Advisors's AEG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Aegon (AEG) in Q2 2026: 82 shares worth $692. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in AEG as recently as Q3 2019.

Plante Moran Financial Advisors first reported a position in AEG in Q2 2017 and has held it in 6 quarters since. The position peaked at $57K in Q4 2017. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Plante Moran Financial Advisors held 82 shares of Aegon worth $692 as of Q2 2026.
Aegon was a new Plante Moran Financial Advisors position in Q2 2026.
Aegon made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1016 holding.
Plante Moran Financial Advisors first reported a position in Aegon in Q2 2017 and has held it in 6 quarters since.
Plante Moran Financial Advisors's Aegon position peaked at $57K in Q4 2017.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.