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
2026 Q2	$3.53M	Buy	+30,000	New	+$3.6M	﹤0.01%	1501
2024 Q2	–	Sell	-18,700	Closed	-$2.45M	–	3871
2024 Q1	$2.45M	Sell	18,700 -7,100	-28%	-$887K	﹤0.01%	1530
2023 Q4	$3.44M	Sell	25,800 -68,900	-73%	-$7.45M	﹤0.01%	1426
2023 Q3	$10.9M	Buy	+94,700	New	+$9.86M	﹤0.01%	952
2023 Q1	–	Sell	-30,000	Closed	-$2.23M	–	3817
2022 Q4	$2.23M	Sell	30,000 -95,200	-76%	-$8.22M	﹤0.01%	1738
2022 Q3	$11.9M	Buy	125,200 +15,200	+14%	+$1.47M	0.01%	904
2022 Q2	$11M	Buy	+110,000	New	+$11.9M	0.01%	1020
2021 Q2	–	Sell	-200,000	Closed	-$15.3M	–	3832
2021 Q1	$15.3M	Hold	200,000	–	–	0.01%	791
2020 Q4	$12.5M	Buy	+200,000	New	+$11.6M	0.01%	906
2016 Q3	–	Sell	-85	Closed	-$2K	–	4026
2016 Q2	$2K	Buy	+85	New	+$2.26K	﹤0.01%	3883

Other funds holding BX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.