Bank of Montreal’s Mission Produce AVO Stock Holding History

Bank of Montreal’s Portfolio AVO Stock Details AVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$166K	Buy	+14,052	New	+$178K	﹤0.01%	3076
2024 Q1	–	Sell	-32,997	Closed	-$349K	–	3883
2023 Q4	$349K	Buy	32,997 +12,228	+59%	+$114K	﹤0.01%	2764
2023 Q3	$195K	Sell	20,769 -3,950	-16%	-$41.9K	﹤0.01%	3077
2023 Q2	$301K	Buy	24,719 +1,456	+6%	+$17.2K	﹤0.01%	2946
2023 Q1	$258K	Buy	23,263 +7,229	+45%	+$84.4K	﹤0.01%	2866
2022 Q4	$264K	Buy	16,034 +4,510	+39%	+$69.4K	﹤0.01%	2990
2022 Q3	$180K	Buy	+11,524	New	+$176K	﹤0.01%	3251
2021 Q2	–	Sell	-4,664	Closed	-$92K	–	3739
2021 Q1	$92K	Sell	4,664 -989	-17%	-$19K	﹤0.01%	3429
2020 Q4	$87K	Buy	+5,653	New	+$76.4K	﹤0.01%	3658

Other funds holding AVO

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PWM

Platform Wealth Management Holladay, Utah $273M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of Montreal opened a new position in Mission Produce (AVO) in Q2 2026: 14,052 shares worth $166K. The stake represents ﹤0.01% of the portfolio and ranks #3076 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in AVO as recently as Q4 2023.

Bank of Montreal first reported a position in AVO in Q4 2020 and has held it in 9 quarters since. The position peaked at $349K in Q4 2023. 171 funds tracked by Wall St. Rank hold AVO as of Q2 2026.

Bank of Montreal held 14,052 shares of Mission Produce worth $166K as of Q2 2026.
Mission Produce was a new Bank of Montreal position in Q2 2026.
Mission Produce made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3076 holding.
Bank of Montreal first reported a position in Mission Produce in Q4 2020 and has held it in 9 quarters since.
Bank of Montreal's Mission Produce position peaked at $349K in Q4 2023.
171 funds tracked by Wall St. Rank held Mission Produce as of Q2 2026.

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