Bank of Montreal
HCC icon

Bank of Montreal’s Warrior Met Coal HCC Stock Holding History

Bank of Montreal’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,400
Closed -$980K – 3700
2025
Q3 		$980K Buy
+15,400
New +$880K ﹤0.01% 1973

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Bank of Montreal increased its Warrior Met Coal (HCC) stake by 3.3% in Q1 2026, buying an estimated $11.4K and bringing the position to 3,960 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Bank of Montreal first reported a position in HCC in Q3 2017 and has held it in 29 quarters since. The position peaked at $3.03M in Q1 2022. 344 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Bank of Montreal held 3,960 shares of Warrior Met Coal worth $369K as of Q1 2026.
  • Bank of Montreal bought 127 Warrior Met Coal shares in Q1 2026, an estimated $11.4K.
  • Warrior Met Coal made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2537 holding.
  • Bank of Montreal first reported a position in Warrior Met Coal in Q3 2017 and has held it in 29 quarters since.
  • Bank of Montreal's Warrior Met Coal position peaked at $3.03M in Q1 2022.
  • 344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

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