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BANK OF MONTREAL /CAN/: AGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on AGI, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 4,333,518 AGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,333,518 shares
    Change vs previous 13F -1,051,914 shares

    0.05% of the 13F portfolio, value $131,256,574.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,385,432 shares
    Change vs previous 13F -933,758 shares

    0.1% of the 13F portfolio, value $239,643,390.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,319,190 shares
    Change vs previous 13F -549,773 shares

    0.1% of the 13F portfolio, value $244,015,805.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,868,963 shares
    Change vs previous 13F -826,080 shares

    0.1% of the 13F portfolio, value $239,375,906.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,695,043 shares
    Change vs previous 13F -1,064,927 shares

    0.1% of the 13F portfolio, value $204,804,894.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,759,970 shares
    Change vs previous 13F +2,458,180 shares

    0.12% of the 13F portfolio, value $234,096,824.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,301,790 shares
    Change vs previous 13F +1,759,060 shares

    0.06% of the 13F portfolio, value $116,114,247.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,542,730 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $90,611,849.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).