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

Dimensional Fund Advisors

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

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

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

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return