Bank of Montreal
FTRE icon

Bank of Montreal’s Fortrea Holdings FTRE Stock Holding History

Bank of Montreal’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Buy
14,232
+2,071
+17% +$28K ﹤0.01% 2879
2026
Q1 		$115K Sell
12,161
-2,609
-18% -$33.5K ﹤0.01% 3097
2025
Q4 		$255K Buy
14,770
+2,460
+20% +$30.4K ﹤0.01% 2692
2025
Q3 		$104K Sell
12,310
-8,438
-41% -$64.6K ﹤0.01% 2958
2025
Q2 		$102K Buy
20,748
+1,116
+6% +$6K ﹤0.01% 2978
2025
Q1 		$148K Sell
19,632
-2,351
-11% -$33.2K ﹤0.01% 2819
2024
Q4 		$410K Buy
21,983
+7,677
+54% +$150K ﹤0.01% 2356
2024
Q3 		$284K Sell
14,306
-22,968
-62% -$540K ﹤0.01% 2812
2024
Q2 		$873K Sell
37,274
-212,018
-85% -$6.58M ﹤0.01% 2106
2024
Q1 		$10.1M Buy
249,292
+29,483
+13% +$1.02M ﹤0.01% 972
2023
Q4 		$7.76M Sell
219,809
-50,808
-19% -$1.55M ﹤0.01% 1114
2023
Q3 		$7.74M Buy
+270,617
New +$8.01M ﹤0.01% 1100

Other funds holding FTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of Montreal increased its Fortrea Holdings (FTRE) stake by 17% in Q2 2026, buying an estimated $28K and bringing the position to 14,232 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

Bank of Montreal first reported a position in FTRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.1M in Q1 2024. 311 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Bank of Montreal held 14,232 shares of Fortrea Holdings worth $248K as of Q2 2026.
  • Bank of Montreal bought 2,071 Fortrea Holdings shares in Q2 2026, an estimated $28K.
  • Fortrea Holdings made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2879 holding.
  • Bank of Montreal first reported a position in Fortrea Holdings in Q3 2023 and has held it in 12 quarters since.
  • Bank of Montreal's Fortrea Holdings position peaked at $10.1M in Q1 2024.
  • 311 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

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