Bank of Montreal
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Bank of Montreal’s Brookfield Renewable BEP Stock Holding History

Bank of Montreal’s Portfolio BEP Stock Details BEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-150,000
Closed -$5.28M – 4927
2020
Q3 		$5.28M Sell
150,000
-37,650
-20% -$1.11M ﹤0.01% 1177
2020
Q2 		$4.98M Buy
+187,650
New +$4.71M ﹤0.01% 1171

Other funds holding BEP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Bank of Montreal reduced its Brookfield Renewable (BEP) stake by 6.5% in Q2 2026, selling an estimated $19.8M and leaving 8,149,658 shares worth $282M. The position accounts for 0.09% of the portfolio, ranked #173.

Bank of Montreal first reported a position in BEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $297M in Q4 2020. 178 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Bank of Montreal held 8,149,658 shares of Brookfield Renewable worth $282M as of Q2 2026.
  • Bank of Montreal sold 571,168 Brookfield Renewable shares in Q2 2026, an estimated $19.8M.
  • Brookfield Renewable made up 0.09% of Bank of Montreal's portfolio in Q2 2026, its #173 holding.
  • Bank of Montreal first reported a position in Brookfield Renewable in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Brookfield Renewable position peaked at $297M in Q4 2020.
  • 178 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

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