Bank of Montreal
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Bank of Montreal’s Assured Guaranty AGO Stock Holding History

Bank of Montreal’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22,000
Closed -$1.7M – 3829
2024
Q2 		$1.7M Buy
+22,000
New +$1.72M ﹤0.01% 1737

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Bank of Montreal increased its Assured Guaranty (AGO) stake by 8.5% in Q2 2026, buying an estimated $81.2K and bringing the position to 13,084 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Bank of Montreal first reported a position in AGO in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.9M in Q1 2017. 275 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Bank of Montreal held 13,084 shares of Assured Guaranty worth $1.05M as of Q2 2026.
  • Bank of Montreal bought 1,028 Assured Guaranty shares in Q2 2026, an estimated $81.2K.
  • Assured Guaranty made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2060 holding.
  • Bank of Montreal first reported a position in Assured Guaranty in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Assured Guaranty position peaked at $10.9M in Q1 2017.
  • 275 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

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