Bank of Montreal
BBU

Bank of Montreal’s Brookfield Business Partners BBU Stock Holding History

Bank of Montreal’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-643,920
Closed -$22.8M – 3757
2025
Q4 		$22.8M Buy
643,920
+90,772
+16% +$3.11M 0.01% 810
2025
Q3 		$18.1M Buy
553,148
+69,657
+14% +$1.86M 0.01% 818
2025
Q2 		$12.6M Sell
483,491
-493,224
-50% -$11.6M 0.01% 888
2025
Q1 		$22.9M Buy
976,715
+48,151
+5% +$1.12M 0.01% 659
2024
Q4 		$21.9M Buy
928,564
+94,052
+11% +$2.24M 0.01% 709
2024
Q3 		$20.2M Buy
834,512
+66,786
+9% +$1.36M 0.01% 776
2024
Q2 		$15M Buy
767,726
+22,886
+3% +$439K ﹤0.01% 865
2024
Q1 		$16.6M Sell
744,840
-121,943
-14% -$2.62M 0.01% 799
2023
Q4 		$17.9M Sell
866,783
-139,117
-14% -$2.23M 0.01% 828
2023
Q3 		$17.2M Buy
1,005,900
+35,160
+4% +$587K 0.01% 769
2023
Q2 		$19.5M Buy
970,740
+91,789
+10% +$1.68M 0.01% 751
2023
Q1 		$16.3M Buy
878,951
+46,303
+6% +$856K 0.01% 751
2022
Q4 		$14.2M Sell
832,648
-2,122
-0.3% -$41.1K 0.01% 831
2022
Q3 		$17.2K Buy
834,770
+28,636
+4% +$620K 0.01% 742
2022
Q2 		$18.9K Sell
806,134
-49,847
-6% -$1.22M 0.01% 770
2022
Q1 		$26.4M Sell
855,981
-591,121
-41% -$16.8M 0.01% 693
2021
Q4 		$44.5M Buy
1,447,102
+53,616
+4% +$1.62M 0.02% 472
2021
Q3 		$40.7M Sell
1,393,486
-66,483
-5% -$1.88M 0.02% 626
2021
Q2 		$44M Sell
1,459,969
-181,655
-11% -$5.13M 0.02% 557
2021
Q1 		$43.1M Buy
1,641,624
+107,890
+7% +$2.75M 0.03% 443
2020
Q4 		$37.1M Sell
1,533,734
-230,449
-13% -$5.1M 0.02% 506
2020
Q3 		$34.8M Buy
1,764,183
+132,021
+8% +$2.58M 0.03% 421
2020
Q2 		$31.6M Buy
1,632,162
+54,363
+3% +$1.05M 0.03% 451
2020
Q1 		$24.5M Sell
1,577,799
-41,937
-3% -$1.02M 0.03% 438
2019
Q4 		$42.9M Buy
1,619,736
+52,768
+3% +$1.37M 0.03% 441
2019
Q3 		$39.5M Sell
1,566,968
-202,571
-11% -$4.81M 0.03% 422
2019
Q2 		$43.5M Sell
1,769,539
-25,808
-1% -$638K 0.04% 410
2019
Q1 		$45.6M Sell
1,795,347
-149,894
-8% -$3.35M 0.04% 370
2018
Q4 		$37.9M Sell
1,945,241
-47,321
-2% -$1.15M 0.04% 391
2018
Q3 		$58.5M Buy
1,992,562
+107,147
+6% +$2.85M 0.05% 336
2018
Q2 		$46.3M Sell
1,885,415
-75,241
-4% -$1.86M 0.04% 371
2018
Q1 		$45.3M Buy
1,960,656
+61,843
+3% +$1.45M 0.04% 386
2017
Q4 		$42.1M Buy
1,898,813
+51,799
+3% +$1.03M 0.04% 391
2017
Q3 		$35.2M Buy
1,847,014
+522,296
+39% +$9.79M 0.03% 432
2017
Q2 		$23M Sell
1,324,718
-226,536
-15% -$3.81M 0.02% 550
2017
Q1 		$24.5M Buy
1,551,254
+349,590
+29% +$5.61M 0.02% 504
2016
Q4 		$20.4M Buy
1,201,664
+851,382
+243% +$13.4M 0.02% 559
2016
Q3 		$5.94M Sell
350,282
-439,481
-56% -$6.16M 0.01% 1032
2016
Q2 		$9.68M Buy
+789,763
New +$10.1M 0.01% 814

Other funds holding BBU

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bank of Montreal's BBU Position: Q1 2026 in Review

Bank of Montreal sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 643,920 shares — an estimated $22.8M sold.

Bank of Montreal first reported a position in BBU in Q2 2016 and held it in 39 quarters. The position peaked at $58.5M in Q3 2018. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

  • Bank of Montreal reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 643,920 Brookfield Business Partners shares in Q1 2026, an estimated $22.8M.
  • Bank of Montreal first reported a position in Brookfield Business Partners in Q2 2016 and held it in 39 quarters.
  • Bank of Montreal's Brookfield Business Partners position peaked at $58.5M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.