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
2025
Q1 		– Sell
-30,000
Closed -$10.9M – 3559
2024
Q4 		$10.9M Buy
+30,000
New +$11.2M 0.01% 963

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 $3.29B AUM 6.08% 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. 667 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.
  • 667 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.