Root Financial Partners
AEG icon

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
Q3 		$8.83K Buy
+1,023
New +$9.31K ﹤0.01% 1974
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Root Financial Partners's AEG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Aegon (AEG) in Q3 2026: 1,023 shares worth $8.83K. The stake represents ﹤0.01% of the portfolio and ranks #1974 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AEG as recently as Q1 2026.

Root Financial Partners first reported a position in AEG in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Root Financial Partners held 1,023 shares of Aegon worth $8.83K as of Q3 2026.
  • Aegon was a new Root Financial Partners position in Q3 2026.
  • Aegon made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1974 holding.
  • Root Financial Partners first reported a position in Aegon in Q3 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.