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
2024
Q3 		– Sell
-40,800
Closed -$3.01M – 3966
2024
Q2 		$3.01M Buy
40,800
+30,800
+308% +$2.04M ﹤0.01% 1480
2024
Q1 		$665K Buy
+10,000
New +$752K ﹤0.01% 2247

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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.