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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Root Financial Partners's AEG Position: Q1 2026 in Review

Root Financial Partners increased its Aegon (AEG) stake by 8.8% in Q1 2026, buying an estimated $142 and bringing the position to 234 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Root Financial Partners first reported a position in AEG in Q3 2025 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

Root Financial Partners held 234 shares of Aegon worth $1.7K as of Q1 2026.
Root Financial Partners bought 19 Aegon shares in Q1 2026, an estimated $142.
Aegon made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2384 holding.
Root Financial Partners first reported a position in Aegon in Q3 2025 and has held it in 3 quarters since.
290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.