Bank of Montreal’s Blackstone BX Stock Holding History

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of Montreal reduced its Blackstone (BX) stake by 14% in Q1 2026, selling an estimated $19.6M and leaving 900,569 shares worth $104M. The position accounts for 0.04% of the portfolio, ranked #356.

Bank of Montreal first reported a position in BX in Q2 2013 and has held it in 52 quarters since. The position peaked at $739M in Q1 2019. 2,130 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Bank of Montreal held 900,569 shares of Blackstone worth $104M as of Q1 2026.
Bank of Montreal sold 150,581 Blackstone shares in Q1 2026, an estimated $19.6M.
Blackstone made up 0.04% of Bank of Montreal's portfolio in Q1 2026, its #356 holding.
Bank of Montreal first reported a position in Blackstone in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Blackstone position peaked at $739M in Q1 2019.
2,130 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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