SimplyRich’s Aegon AEG Stock Holding History

SimplyRich’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	$475K	Hold	56,361	–	–	0.11%	131
2026 Q1	$409K	Sell	56,361 -54,725	-49%	-$408K	0.1%	172
2025 Q4	$856K	Buy	111,086 +61,604	+124%	+$471K	0.22%	88
2025 Q3	$395K	Buy	49,482 +13,137	+36%	+$98.1K	0.11%	157
2025 Q2	$263K	Buy	+36,345	New	+$243K	0.07%	196

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SimplyRich's AEG Position: Q2 2026 in Review

SimplyRich held its Aegon (AEG) position steady in Q2 2026 at 56,361 shares worth $475K. The position accounts for 0.11% of the portfolio, ranked #131.

SimplyRich first reported a position in AEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $856K in Q4 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

SimplyRich held 56,361 shares of Aegon worth $475K as of Q2 2026.
SimplyRich left its Aegon share count unchanged in Q2 2026.
Aegon made up 0.11% of SimplyRich's portfolio in Q2 2026, its #131 holding.
SimplyRich first reported a position in Aegon in Q2 2025 and has held it in 5 quarters since.
SimplyRich's Aegon position peaked at $856K in Q4 2025.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.