Montag & Associates’s Aegon AEG Stock Holding History

Montag & Associates’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	$15.1K	Hold	1,739	–	–	﹤0.01%	717
2026 Q1	$12.6K	Hold	1,739	–	–	﹤0.01%	725
2025 Q4	$13.4K	Hold	1,739	–	–	﹤0.01%	741
2025 Q3	$13.9K	Buy	1,739 +1,549	+815%	+$11.6K	﹤0.01%	723
2025 Q2	$1.76K	Hold	190	–	–	﹤0.01%	861
2025 Q1	$1.25K	Hold	190	–	–	﹤0.01%	929
2024 Q4	$1.12K	Hold	190	–	–	﹤0.01%	940
2024 Q3	$1.22K	Hold	190	–	–	﹤0.01%	956
2024 Q2	$1.2K	Hold	190	–	–	﹤0.01%	913
2024 Q1	$1.15K	Sell	190 -823	-81%	-$4.79K	﹤0.01%	914
2023 Q4	$5.83K	Hold	1,013	–	–	﹤0.01%	815
2023 Q3	$4.86K	Hold	1,013	–	–	﹤0.01%	804
2023 Q2	$5.14K	Hold	1,013	–	–	﹤0.01%	823
2023 Q1	$4.36K	Hold	1,013	–	–	﹤0.01%	828
2022 Q4	$5.11K	Buy	1,013 +823	+433%	+$3.81K	﹤0.01%	814
2022 Q3	$1K	Sell	190 -5	-3%	-$22	﹤0.01%	824
2022 Q2	$1K	Buy	+195	New	+$968	﹤0.01%	780

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

Montag & Associates's AEG Position: Q2 2026 in Review

Montag & Associates held its Aegon (AEG) position steady in Q2 2026 at 1,739 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Montag & Associates first reported a position in AEG in Q2 2022 and has held it in 17 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Montag & Associates held 1,739 shares of Aegon worth $15.1K as of Q2 2026.
Montag & Associates left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #717 holding.
Montag & Associates first reported a position in Aegon in Q2 2022 and has held it in 17 quarters since.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.