Bank of Montreal
FOUR icon

Bank of Montreal’s Shift4 FOUR Stock Holding History

Bank of Montreal’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.15M Sell
26,317
-846,136
-97% -$46.7M ﹤0.01% 1960
2025
Q4 		$54.9M Buy
872,453
+844,746
+3,049% +$59.7M 0.02% 530
2025
Q3 		$2.14M Sell
27,707
-287,319
-91% -$26.7M ﹤0.01% 1620
2025
Q2 		$31.2M Buy
315,026
+23,644
+8% +$2.06M 0.01% 592
2025
Q1 		$23.8M Buy
291,382
+268,583
+1,178% +$27.7M 0.01% 642
2024
Q4 		$2.37M Sell
22,799
-11,577
-34% -$1.15M ﹤0.01% 1482
2024
Q3 		$3.02M Sell
34,376
-235,414
-87% -$17.8M ﹤0.01% 1516
2024
Q2 		$19.9M Buy
269,790
+263,214
+4,003% +$17.4M 0.01% 765
2024
Q1 		$438K Buy
6,576
+1,250
+23% +$94K ﹤0.01% 2527
2023
Q4 		$399K Sell
5,326
-3,445
-39% -$205K ﹤0.01% 2672
2023
Q3 		$515K Buy
8,771
+7,960
+982% +$485K ﹤0.01% 2439
2023
Q2 		$55.3K Sell
811
-12,674
-94% -$831K ﹤0.01% 3585
2023
Q1 		$1.02M Buy
+13,485
New +$869K ﹤0.01% 2034
2022
Q3 		– Sell
-853
Closed -$31 – 4176
2022
Q2 		$31 Sell
853
-1,496
-64% -$70.6K ﹤0.01% 3700
2022
Q1 		$153K Sell
2,349
-14,518
-86% -$766K ﹤0.01% 3550
2021
Q4 		$998K Sell
16,867
-33,216
-66% -$2.11M ﹤0.01% 1943
2021
Q3 		$4.03M Buy
50,083
+41,370
+475% +$3.57M ﹤0.01% 1734
2021
Q2 		$827K Buy
8,713
+8,463
+3,385% +$799K ﹤0.01% 2604
2021
Q1 		$25K Sell
250
-150
-38% -$11.7K ﹤0.01% 3969
2020
Q4 		$29K Sell
400
-14
-3% -$837 ﹤0.01% 4236
2020
Q3 		$22K Buy
+414
New +$18.4K ﹤0.01% 3795

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of Montreal reduced its Shift4 (FOUR) stake by 97% in Q1 2026, selling an estimated $46.7M and leaving 26,317 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Bank of Montreal first reported a position in FOUR in Q3 2020 and has held it in 21 quarters since. The position peaked at $54.9M in Q4 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Bank of Montreal held 26,317 shares of Shift4 worth $1.15M as of Q1 2026.
  • Bank of Montreal sold 846,136 Shift4 shares in Q1 2026, an estimated $46.7M.
  • Shift4 made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1960 holding.
  • Bank of Montreal first reported a position in Shift4 in Q3 2020 and has held it in 21 quarters since.
  • Bank of Montreal's Shift4 position peaked at $54.9M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

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