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Root Financial Partners’s Aegon AEG Stock Holding History

Root Financial Partners’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 		– Sell
-234
Closed -$1.7K – 460
2026
Q1 		$1.7K Buy
234
+19
+9% +$142 ﹤0.01% 2384
2025
Q4 		$1.66K Buy
215
+133
+162% +$1.02K ﹤0.01% 2020
2025
Q3 		$655 Buy
+82
New +$612 ﹤0.01% 2117

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

Root Financial Partners's AEG Position: Q2 2026 in Review

Root Financial Partners sold out of Aegon (AEG) in Q2 2026, closing a stake of 234 shares — an estimated $1.7K sold.

Root Financial Partners first reported a position in AEG in Q3 2025 and held it in 3 quarters. The position peaked at $1.7K in Q1 2026. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Root Financial Partners reported no remaining Aegon position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 234 Aegon shares in Q2 2026, an estimated $1.7K.
  • Root Financial Partners first reported a position in Aegon in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Aegon position peaked at $1.7K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.