Bank of Montreal
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Bank of Montreal’s Aegon AEG Stock Holding History

Bank of Montreal’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
2013
Q4 		– Sell
-1,473
Closed -$7K – 3710
2013
Q3 		$7K Hold
1,473
– – ﹤0.01% 3500
2013
Q2 		$7K Buy
+1,473
New +$6.51K ﹤0.01% 3378

Other funds holding AEG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Bank of Montreal's AEG Position: Q2 2026 in Review

Bank of Montreal reduced its Aegon (AEG) stake by 92% in Q2 2026, selling an estimated $3.82M and leaving 37,963 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

Bank of Montreal first reported a position in AEG in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.64M in Q1 2026. 196 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Bank of Montreal held 37,963 shares of Aegon worth $320K as of Q2 2026.
  • Bank of Montreal sold 463,177 Aegon shares in Q2 2026, an estimated $3.82M.
  • Aegon made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2731 holding.
  • Bank of Montreal first reported a position in Aegon in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Aegon position peaked at $3.64M in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.