Bank of Montreal’s Eos Energy Enterprises EOSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-400,000	Closed	-$4.58M	–	3820
2025 Q4	$4.58M	Hold	400,000	–	–	﹤0.01%	1356
2025 Q3	$4.56M	Buy	+400,000	New	+$2.74M	﹤0.01%	1327
2024 Q3	–	Sell	-49,700	Closed	-$67.1K	–	3946
2024 Q2	$67.1K	Hold	49,700	–	–	﹤0.01%	3364
2024 Q1	$53.2K	Sell	49,700 -36,000	-42%	-$36.6K	﹤0.01%	3437
2023 Q4	$99.4K	Buy	85,700 +27,900	+48%	+$40.7K	﹤0.01%	3378
2023 Q3	$153K	Sell	57,800 -233,400	-80%	-$699K	﹤0.01%	3158
2023 Q2	$1.28M	Buy	+291,200	New	+$764K	﹤0.01%	2046

Other funds holding EOSE

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

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

Bank of Montreal reduced its Eos Energy Enterprises (EOSE) stake by 99% in Q1 2026, selling an estimated $4.16M and leaving 2,400 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3541.

Bank of Montreal first reported a position in EOSE in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.56M in Q3 2025. 317 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

Bank of Montreal held 2,400 shares of Eos Energy Enterprises worth $11.9K as of Q1 2026.
Bank of Montreal sold 387,317 Eos Energy Enterprises shares in Q1 2026, an estimated $4.16M.
Eos Energy Enterprises made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3541 holding.
Bank of Montreal first reported a position in Eos Energy Enterprises in Q1 2022 and has held it in 10 quarters since.
Bank of Montreal's Eos Energy Enterprises position peaked at $4.56M in Q3 2025.
317 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

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