Bank of Montreal
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Bank of Montreal’s Broadridge BR Stock Holding History

Bank of Montreal’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-17,300
Closed -$2.21M – 4731
2019
Q2 		$2.21M Buy
+17,300
New +$2.08M ﹤0.01% 1630

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bank of Montreal increased its Broadridge (BR) stake by 12% in Q2 2026, buying an estimated $2.14M and bringing the position to 133,558 shares worth $18.3M. The position accounts for 0.01% of the portfolio, ranked #957.

Bank of Montreal first reported a position in BR in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.2M in Q4 2024. 708 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Bank of Montreal held 133,558 shares of Broadridge worth $18.3M as of Q2 2026.
  • Bank of Montreal bought 14,172 Broadridge shares in Q2 2026, an estimated $2.14M.
  • Broadridge made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #957 holding.
  • Bank of Montreal first reported a position in Broadridge in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Broadridge position peaked at $34.2M in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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