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Savant Capital’s Aegon AEG Stock Holding History

Savant Capital’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 		$148K Sell
17,559
-6,232
-26% -$51.4K ﹤0.01% 1774
2026
Q1 		$173K Buy
23,791
+5,264
+28% +$39.2K ﹤0.01% 1434
2025
Q4 		$143K Buy
18,527
+3,439
+23% +$26.3K ﹤0.01% 1324
2025
Q3 		$121K Sell
15,088
-552
-4% -$4.12K ﹤0.01% 1284
2025
Q2 		$113K Sell
15,640
-18,283
-54% -$122K ﹤0.01% 1192
2025
Q1 		$224K Sell
33,923
-3,821
-10% -$24.4K ﹤0.01% 957
2024
Q4 		$222K Buy
37,744
+2,275
+6% +$14.3K ﹤0.01% 1270
2024
Q3 		$227K Buy
35,469
+847
+2% +$5.24K ﹤0.01% 1222
2024
Q2 		$212K Buy
+34,622
New +$219K ﹤0.01% 1116
2023
Q3 		– Sell
-55,383
Closed -$281K – 799
2023
Q2 		$281K Buy
55,383
+38,403
+226% +$176K ﹤0.01% 662
2023
Q1 		$73K Buy
16,980
+1,512
+10% +$7.65K ﹤0.01% 711
2022
Q4 		$14.5K Buy
+15,468
New +$71.6K ﹤0.01% 592

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

Savant Capital's AEG Position: Q2 2026 in Review

Savant Capital reduced its Aegon (AEG) stake by 26% in Q2 2026, selling an estimated $51.4K and leaving 17,559 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Savant Capital first reported a position in AEG in Q4 2022 and has held it in 12 quarters since. The position peaked at $281K in Q2 2023. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Savant Capital held 17,559 shares of Aegon worth $148K as of Q2 2026.
  • Savant Capital sold 6,232 Aegon shares in Q2 2026, an estimated $51.4K.
  • Aegon made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1774 holding.
  • Savant Capital first reported a position in Aegon in Q4 2022 and has held it in 12 quarters since.
  • Savant Capital's Aegon position peaked at $281K in Q2 2023.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.