Bank of Montreal’s DoubleVerify DV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-35,000	Closed	-$1.32M	–	3971
2023 Q4	$1.32M	Hold	35,000	–	–	﹤0.01%	1906
2023 Q3	$1.01M	Hold	35,000	–	–	﹤0.01%	2056
2023 Q2	$1.36M	Buy	+35,000	New	+$1.13M	﹤0.01%	2015
2022 Q4	–	Sell	-120,000	Closed	-$3.33K	–	4044
2022 Q3	$3.33K	Buy	+120,000	New	+$3.09M	﹤0.01%	1568

Other funds holding DV

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

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

Bank of Montreal reduced its DoubleVerify (DV) stake by 96% in Q1 2026, selling an estimated $35.8M and leaving 145,137 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Bank of Montreal first reported a position in DV in Q1 2022 and has held it in 16 quarters since. The position peaked at $41.8M in Q4 2025. 328 funds tracked by Wall St. Rank hold DV as of Q1 2026.

Bank of Montreal held 145,137 shares of DoubleVerify worth $1.38M as of Q1 2026.
Bank of Montreal sold 3,504,858 DoubleVerify shares in Q1 2026, an estimated $35.8M.
DoubleVerify made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1867 holding.
Bank of Montreal first reported a position in DoubleVerify in Q1 2022 and has held it in 16 quarters since.
Bank of Montreal's DoubleVerify position peaked at $41.8M in Q4 2025.
328 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2026.

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