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 $2.27B 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.