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
Q2 		$1.32M Buy
27,210
+893
+3% +$38.6K ﹤0.01% 1943
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 -$31K – 4176
2022
Q2 		$31K 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 $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of Montreal increased its Shift4 (FOUR) stake by 3.4% in Q2 2026, buying an estimated $38.6K and bringing the position to 27,210 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Bank of Montreal first reported a position in FOUR in Q3 2020 and has held it in 22 quarters since. The position peaked at $54.9M in Q4 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Bank of Montreal held 27,210 shares of Shift4 worth $1.32M as of Q2 2026.
  • Bank of Montreal bought 893 Shift4 shares in Q2 2026, an estimated $38.6K.
  • Shift4 made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1943 holding.
  • Bank of Montreal first reported a position in Shift4 in Q3 2020 and has held it in 22 quarters since.
  • Bank of Montreal's Shift4 position peaked at $54.9M in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

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