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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
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
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
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
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

Montag & Associates's AEG Position: Q1 2026 in Review

Montag & Associates held its Aegon (AEG) position steady in Q1 2026 at 1,739 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Montag & Associates first reported a position in AEG in Q2 2022 and has held it in 16 quarters since. The position peaked at $13.9K in Q3 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Montag & Associates held 1,739 shares of Aegon worth $12.6K as of Q1 2026.
  • Montag & Associates left its Aegon share count unchanged in Q1 2026.
  • Aegon made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #725 holding.
  • Montag & Associates first reported a position in Aegon in Q2 2022 and has held it in 16 quarters since.
  • Montag & Associates's Aegon position peaked at $13.9K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.