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
Q2 		– Sell
-4,000
Closed -$1.45M – 3569
2025
Q1 		$1.45M Buy
+4,000
New +$1.41M ﹤0.01% 1644

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bank of Montreal's EG Position: Q2 2026 in Review

Bank of Montreal increased its Everest Group (EG) stake by 9% in Q2 2026, buying an estimated $2.28M and bringing the position to 80,420 shares worth $28.7M. The position accounts for 0.01% of the portfolio, ranked #780.

Bank of Montreal first reported a position in EG in Q2 2013 and has held it in 53 quarters since. The position peaked at $206M in Q4 2015. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Bank of Montreal held 80,420 shares of Everest Group worth $28.7M as of Q2 2026.
  • Bank of Montreal bought 6,651 Everest Group shares in Q2 2026, an estimated $2.28M.
  • Everest Group made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #780 holding.
  • Bank of Montreal first reported a position in Everest Group in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Everest Group position peaked at $206M in Q4 2015.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.