Bank of Montreal
BTC

Bank of Montreal’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Bank of Montreal’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$253K Sell
9,764
-34
-0.3% -$1.08K ﹤0.01% 2864
2026
Q1 		$294K Buy
9,798
+510
+5% +$17.2K ﹤0.01% 2693
2025
Q4 		$360K Buy
9,288
+50
+0.5% +$2.22K ﹤0.01% 2473
2025
Q3 		$468K Buy
9,238
+4,807
+108% +$244K ﹤0.01% 2300
2025
Q2 		$212K Buy
+4,431
New +$194K ﹤0.01% 2779
2024
Q4 		– Sell
-2,045
Closed -$59.5K – 3997
2024
Q3 		$59.5K Buy
+2,045
New +$54.5K ﹤0.01% 3376

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

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

Bank of Montreal reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.35% in Q2 2026, selling an estimated $1.08K and leaving 9,764 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2864.

Bank of Montreal first reported a position in BTC in Q3 2024 and has held it in 6 quarters since. The position peaked at $468K in Q3 2025. 441 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Bank of Montreal held 9,764 shares of Grayscale Bitcoin Mini Trust ETF worth $253K as of Q2 2026.
  • Bank of Montreal sold 34 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.08K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2864 holding.
  • Bank of Montreal first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 6 quarters since.
  • Bank of Montreal's Grayscale Bitcoin Mini Trust ETF position peaked at $468K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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