Bank of Montreal
ESPR

Bank of Montreal’s Esperion Therapeutics ESPR Stock Holding History

Bank of Montreal’s Portfolio ESPR Stock Details ESPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,000
Closed -$5.04K – 3630
2024
Q3 		$5.04K Hold
3,000
– – ﹤0.01% 3720
2024
Q2 		$6.69K Buy
+3,000
New +$7.06K ﹤0.01% 3689
2020
Q4 		– Sell
-29,700
Closed -$1.03M – 4982
2020
Q3 		$1.03M Sell
29,700
-10,100
-25% -$400K ﹤0.01% 1965
2020
Q2 		$2.06M Buy
+39,800
New +$1.67M ﹤0.01% 1624

Other funds holding ESPR

GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return

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

Bank of Montreal reduced its Esperion Therapeutics (ESPR) stake by 0.09% in Q2 2026, selling an estimated $131 and leaving 51,876 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #3082.

Bank of Montreal first reported a position in ESPR in Q2 2014 and has held it in 35 quarters since. The position peaked at $2.19M in Q2 2020. 191 funds tracked by Wall St. Rank hold ESPR as of Q2 2026.

  • Bank of Montreal held 51,876 shares of Esperion Therapeutics worth $164K as of Q2 2026.
  • Bank of Montreal sold 47 Esperion Therapeutics shares in Q2 2026, an estimated $131.
  • Esperion Therapeutics made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3082 holding.
  • Bank of Montreal first reported a position in Esperion Therapeutics in Q2 2014 and has held it in 35 quarters since.
  • Bank of Montreal's Esperion Therapeutics position peaked at $2.19M in Q2 2020.
  • 191 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2026.

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