Bank of Montreal
EG icon

Bank of Montreal’s Everest Group EG Stock Holding History

Bank of Montreal’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.1M Sell
73,769
-6,954
-9% -$2.29M 0.01% 782
2025
Q4 		$27.4M Sell
80,723
-176,475
-69% -$58.3M 0.01% 750
2025
Q3 		$90.1M Buy
257,198
+41,928
+19% +$14.2M 0.03% 344
2025
Q2 		$73.2M Buy
215,270
+1,427
+0.7% +$492K 0.03% 333
2025
Q1 		$77.7M Buy
213,843
+32,186
+18% +$11.4M 0.04% 311
2024
Q4 		$65.8M Sell
181,657
-17,704
-9% -$6.63M 0.03% 388
2024
Q3 		$78.8M Buy
199,361
+58,787
+42% +$22.4M 0.03% 350
2024
Q2 		$53.8M Buy
140,574
+11,563
+9% +$4.37M 0.02% 441
2024
Q1 		$51.5M Buy
129,011
+37,950
+42% +$14.2M 0.02% 433
2023
Q4 		$32.5M Sell
91,061
-12,806
-12% -$4.96M 0.01% 612
2023
Q3 		$39.6M Buy
103,867
+30,759
+42% +$11.2M 0.01% 486
2023
Q2 		$25.8M Sell
73,108
-2,919
-4% -$1.05M 0.01% 639
2023
Q1 		$27.2M Buy
76,027
+1,178
+2% +$423K 0.01% 570
2022
Q4 		$25.3M Buy
74,849
+3,737
+5% +$1.16M 0.01% 616
2022
Q3 		$19.1K Sell
71,112
-1,523
-2% -$412K 0.01% 710
2022
Q2 		$20.9K Sell
72,635
-9,632
-12% -$2.72M 0.01% 745
2022
Q1 		$25.1M Sell
82,267
-18,024
-18% -$5.18M 0.01% 715
2021
Q4 		$27.8M Sell
100,291
-116,366
-54% -$31.5M 0.01% 631
2021
Q3 		$55.7M Sell
216,657
-7,034
-3% -$1.8M 0.03% 519
2021
Q2 		$57.3M Sell
223,691
-1,604
-0.7% -$417K 0.03% 470
2021
Q1 		$57.1M Sell
225,295
-37,011
-14% -$8.81M 0.04% 379
2020
Q4 		$62.2M Sell
262,306
-59,787
-19% -$13.2M 0.04% 363
2020
Q3 		$64.4M Sell
322,093
-8,326
-3% -$1.78M 0.05% 293
2020
Q2 		$65.4M Sell
330,419
-36,448
-10% -$7.1M 0.06% 273
2020
Q1 		$68.8M Sell
366,867
-44,725
-11% -$11.4M 0.08% 213
2019
Q4 		$114M Buy
411,592
+34,875
+9% +$9.2M 0.09% 205
2019
Q3 		$100M Buy
376,717
+38,512
+11% +$9.72M 0.09% 198
2019
Q2 		$83.6M Buy
338,205
+58,773
+21% +$14.1M 0.07% 239
2019
Q1 		$60.3M Buy
279,432
+4,936
+2% +$1.07M 0.05% 298
2018
Q4 		$59.8M Buy
274,496
+147,767
+117% +$32.2M 0.06% 284
2018
Q3 		$29M Sell
126,729
-20,419
-14% -$4.57M 0.02% 525
2018
Q2 		$33.9M Buy
147,148
+27,160
+23% +$6.38M 0.03% 450
2018
Q1 		$30.8M Sell
119,988
-34,197
-22% -$8.21M 0.03% 482
2017
Q4 		$34.1M Sell
154,185
-65,192
-30% -$14.7M 0.03% 458
2017
Q3 		$50.1M Sell
219,377
-19,604
-8% -$4.94M 0.05% 339
2017
Q2 		$60.8M Buy
238,981
+4,282
+2% +$1.06M 0.06% 288
2017
Q1 		$54.9M Buy
234,699
+7,775
+3% +$1.78M 0.05% 292
2016
Q4 		$47.8M Sell
226,924
-42,993
-16% -$8.86M 0.05% 308
2016
Q3 		$51.3M Sell
269,917
-36,876
-12% -$6.93M 0.06% 283
2016
Q2 		$56M Sell
306,793
-552,926
-64% -$102M 0.06% 255
2016
Q1 		$170M Sell
859,719
-263,818
-23% -$48.7M 0.18% 96
2015
Q4 		$206M Buy
1,123,537
+62,589
+6% +$11.4M 0.25% 82
2015
Q3 		$184M Buy
1,060,948
+2,583
+0.2% +$467K 0.25% 83
2015
Q2 		$193M Sell
1,058,365
-960
-0.1% -$175K 0.23% 95
2015
Q1 		$184M Sell
1,059,325
-31,782
-3% -$5.58M 0.21% 104
2014
Q4 		$186M Buy
1,091,107
+70,045
+7% +$11.8M 0.21% 100
2014
Q3 		$165M Buy
1,021,062
+92,768
+10% +$15M 0.19% 105
2014
Q2 		$149M Buy
928,294
+311,376
+50% +$49.3M 0.17% 114
2014
Q1 		$94.4M Buy
616,918
+60,979
+11% +$9.01M 0.12% 148
2013
Q4 		$86.7M Buy
555,939
+141,919
+34% +$21.7M 0.12% 154
2013
Q3 		$60.2M Buy
414,020
+53,643
+15% +$7.27M 0.09% 176
2013
Q2 		$46.2M Buy
+360,377
New +$46.6M 0.08% 191

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of Montreal reduced its Everest Group (EG) stake by 8.6% in Q1 2026, selling an estimated $2.29M and leaving 73,769 shares worth $24.1M. The position accounts for 0.01% of the portfolio, ranked #782.

Bank of Montreal first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $206M in Q4 2015. 666 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Bank of Montreal held 73,769 shares of Everest Group worth $24.1M as of Q1 2026.
  • Bank of Montreal sold 6,954 Everest Group shares in Q1 2026, an estimated $2.29M.
  • Everest Group made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #782 holding.
  • Bank of Montreal first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Everest Group position peaked at $206M in Q4 2015.
  • 666 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

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