Bank of Montreal
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Bank of Montreal’s BrightSpring Health Services Unit BTSGU Stock Holding History

Bank of Montreal’s Portfolio BTSGU Stock Details BTSGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,207,700
Closed -$122M – 3873
2025
Q3 		$122M Hold
1,207,700
– – 0.05% 283
2025
Q2 		$99.7M Buy
+1,207,700
New +$89.3M 0.05% 270
2024
Q3 		– Sell
-38,100
Closed -$1.69M – 4306
2024
Q2 		$1.69M Buy
+38,100
New +$1.69M ﹤0.01% 1741

Other funds holding BTSGU

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.72B AUM 7.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of Montreal's BTSGU Position: Q4 2025 in Review

Bank of Montreal sold out of BrightSpring Health Services Unit (BTSGU) in Q4 2025, closing a stake of 1,207,700 shares — an estimated $122M sold.

Bank of Montreal first reported a position in BTSGU in Q2 2024 and held it in 3 quarters. The position peaked at $122M in Q3 2025. 25 funds tracked by Wall St. Rank hold BTSGU as of Q4 2025.

  • Bank of Montreal reported no remaining BrightSpring Health Services Unit position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 1,207,700 BrightSpring Health Services Unit shares in Q4 2025, an estimated $122M.
  • Bank of Montreal first reported a position in BrightSpring Health Services Unit in Q2 2024 and held it in 3 quarters.
  • Bank of Montreal's BrightSpring Health Services Unit position peaked at $122M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held BrightSpring Health Services Unit as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.