Bank of Montreal’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-18,700	Closed	-$317K	–	4934
2020 Q3	$317K	Buy	+18,700	New	+$405K	﹤0.01%	2527
2015 Q4	–	Sell	-6,299	Closed	-$162K	–	4224
2015 Q3	$162K	Buy	+6,299	New	+$185K	﹤0.01%	2360
2015 Q1	–	Sell	-81,955	Closed	-$2.59M	–	3984
2014 Q4	$2.59M	Sell	81,955 -4,846	-6%	-$163K	﹤0.01%	1302
2014 Q3	$3.12M	Buy	86,801 +30,564	+54%	+$1.21M	﹤0.01%	1279
2014 Q2	$2.43M	Buy	+56,237	New	+$2.32M	﹤0.01%	1381
2014 Q1	–	Sell	-1,467	Closed	-$58K	–	4001
2013 Q4	$58K	Sell	1,467 -24,451	-94%	-$910K	﹤0.01%	2795
2013 Q3	$891K	Sell	25,918 -18,338	-41%	-$629K	﹤0.01%	1502
2013 Q2	$1.51M	Buy	+44,256	New	+$1.54M	﹤0.01%	1213

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Bank of Montreal increased its BP (BP) stake by 636% in Q1 2026, buying an estimated $156M and bringing the position to 4,621,966 shares worth $217M. The position accounts for 0.08% of the portfolio, ranked #197.

Bank of Montreal first reported a position in BP in Q2 2013 and has held it in 52 quarters since. The position peaked at $355M in Q2 2014. 1,259 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Bank of Montreal held 4,621,966 shares of BP worth $217M as of Q1 2026.
Bank of Montreal bought 3,994,173 BP shares in Q1 2026, an estimated $156M.
BP made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #197 holding.
Bank of Montreal first reported a position in BP in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's BP position peaked at $355M in Q2 2014.
1,259 funds tracked by Wall St. Rank held BP as of Q1 2026.

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