Bank of Montreal’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
– Sell
-62,500
Closed -$9.68M – 3555
2024
Q3
$9.68M Buy
+62,500
New +$8.67M ﹤0.01% 1060
2024
Q2
– Sell
-18,700
Closed -$2.45M – 3870
2024
Q1
$2.45M Sell
18,700
-7,100
-28% -$887K ﹤0.01% 1529
2023
Q4
$3.44M Hold
25,800
– – ﹤0.01% 1425
2023
Q3
$2.96M Buy
+25,800
New +$2.69M ﹤0.01% 1511

Other funds holding BX

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

Bank of Montreal increased its Blackstone (BX) stake by 12% in Q2 2026, buying an estimated $13.5M and bringing the position to 1,012,727 shares worth $119M. The position accounts for 0.04% of the portfolio, ranked #354.

Bank of Montreal first reported a position in BX in Q2 2013 and has held it in 53 quarters since. The position peaked at $739M in Q1 2019. 2,163 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bank of Montreal held 1,012,727 shares of Blackstone worth $119M as of Q2 2026.
  • Bank of Montreal bought 112,158 Blackstone shares in Q2 2026, an estimated $13.5M.
  • Blackstone made up 0.04% of Bank of Montreal's portfolio in Q2 2026, its #354 holding.
  • Bank of Montreal first reported a position in Blackstone in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Blackstone position peaked at $739M in Q1 2019.
  • 2,163 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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