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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of Montreal held its Esperion Therapeutics (ESPR) position steady in Q1 2026 at 51,923 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #3036.

Bank of Montreal first reported a position in ESPR in Q2 2014 and has held it in 34 quarters since. The position peaked at $2.19M in Q2 2020. 206 funds tracked by Wall St. Rank hold ESPR as of Q1 2026.

  • Bank of Montreal held 51,923 shares of Esperion Therapeutics worth $142K as of Q1 2026.
  • Bank of Montreal left its Esperion Therapeutics share count unchanged in Q1 2026.
  • Esperion Therapeutics made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3036 holding.
  • Bank of Montreal first reported a position in Esperion Therapeutics in Q2 2014 and has held it in 34 quarters since.
  • Bank of Montreal's Esperion Therapeutics position peaked at $2.19M in Q2 2020.
  • 206 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2026.

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