Bank of Montreal’s Goldman Sachs GS Stock Holding History

Bank of Montreal’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-103,000	Closed	-$39.9M	–	4055
2023 Q4	$39.9M	Sell	103,000 -3,800	-4%	-$1.27M	0.01%	556
2023 Q3	$36.9M	Sell	106,800 -32,000	-23%	-$10.7M	0.01%	507
2023 Q2	$47M	Buy	138,800 +63,800	+85%	+$21M	0.02%	429
2023 Q1	$24.5M	Buy	+75,000	New	+$26.1M	0.01%	609
2022 Q4	–	Sell	-40,000	Closed	-$12K	–	4108
2022 Q3	$12K	Buy	40,000 +20,000	+100%	+$6.48M	0.01%	899
2022 Q2	$6.05K	Buy	20,000 +19,900	+19,900%	+$6.2M	﹤0.01%	1315
2022 Q1	$34K	Sell	100 -19,900	-100%	-$7.03M	﹤0.01%	3852
2021 Q4	$7.76M	Buy	+20,000	New	+$7.92M	﹤0.01%	1056
2019 Q2	–	Sell	-240,000	Closed	-$46.1M	–	4950
2019 Q1	$46.1M	Buy	+240,000	New	+$46.3M	0.04%	365
2018 Q4	–	Sell	-175,000	Closed	-$39.2M	–	4736
2018 Q3	$39.2M	Sell	175,000 -5,000	-3%	-$1.16M	0.03%	431
2018 Q2	$39.7M	Buy	+180,000	New	+$42.9M	0.03%	409
2017 Q1	–	Sell	-95,000	Closed	-$20.8M	–	4060
2016 Q4	$20.8M	Buy	+95,000	New	+$19.3M	0.02%	551
2013 Q4	–	Sell	-20,000	Closed	-$3.16M	–	3802
2013 Q3	$3.16M	Buy	+20,000	New	+$3.22M	﹤0.01%	957

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of Montreal reduced its Goldman Sachs (GS) stake by 20% in Q1 2026, selling an estimated $253M and leaving 1,162,837 shares worth $984M. The position accounts for 0.37% of the portfolio, ranked #57.

Bank of Montreal first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.27B in Q4 2025. 2,987 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Bank of Montreal held 1,162,837 shares of Goldman Sachs worth $984M as of Q1 2026.
Bank of Montreal sold 283,223 Goldman Sachs shares in Q1 2026, an estimated $253M.
Goldman Sachs made up 0.37% of Bank of Montreal's portfolio in Q1 2026, its #57 holding.
Bank of Montreal first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Goldman Sachs position peaked at $1.27B in Q4 2025.
2,987 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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