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 $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of Montreal increased its Warrior Met Coal (HCC) stake by 7.2% in Q2 2026, buying an estimated $25.9K and bringing the position to 4,246 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

Bank of Montreal first reported a position in HCC in Q3 2017 and has held it in 30 quarters since. The position peaked at $3.37M in Q2 2022. 343 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Bank of Montreal held 4,246 shares of Warrior Met Coal worth $345K as of Q2 2026.
  • Bank of Montreal bought 286 Warrior Met Coal shares in Q2 2026, an estimated $25.9K.
  • Warrior Met Coal made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2688 holding.
  • Bank of Montreal first reported a position in Warrior Met Coal in Q3 2017 and has held it in 30 quarters since.
  • Bank of Montreal's Warrior Met Coal position peaked at $3.37M in Q2 2022.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

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