Bank of Montreal
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Bank of Montreal’s Moelis & Co MC Stock Holding History

Bank of Montreal’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$311K Buy
5,461
+419
+8% +$27.2K ﹤0.01% 2657
2025
Q4 		$347K Sell
5,042
-210
-4% -$14K ﹤0.01% 2501
2025
Q3 		$375K Sell
5,252
-6,836
-57% -$488K ﹤0.01% 2413
2025
Q2 		$753K Buy
12,088
+741
+7% +$41.6K ﹤0.01% 2046
2025
Q1 		$662K Buy
11,347
+2,595
+30% +$183K ﹤0.01% 2017
2024
Q4 		$647K Buy
8,752
+1,067
+14% +$77.2K ﹤0.01% 2088
2024
Q3 		$530K Buy
7,685
+504
+7% +$32.5K ﹤0.01% 2382
2024
Q2 		$409K Buy
7,181
+192
+3% +$10.4K ﹤0.01% 2523
2024
Q1 		$401K Sell
6,989
-5,356
-43% -$292K ﹤0.01% 2591
2023
Q4 		$711K Buy
12,345
+4,894
+66% +$230K ﹤0.01% 2276
2023
Q3 		$362K Sell
7,451
-79
-1% -$3.72K ﹤0.01% 2676
2023
Q2 		$345K Buy
+7,530
New +$300K ﹤0.01% 2850
2021
Q2 		– Sell
-3,426
Closed -$188K – 4417
2021
Q1 		$188K Sell
3,426
-5,577
-62% -$299K ﹤0.01% 3142
2020
Q4 		$471K Buy
9,003
+5,078
+129% +$204K ﹤0.01% 2741
2020
Q3 		$144K Sell
3,925
-1,545
-28% -$48.9K ﹤0.01% 2896
2020
Q2 		$158K Buy
5,470
+4,795
+710% +$150K ﹤0.01% 2853
2020
Q1 		$19K Sell
675
-5,322
-89% -$175K ﹤0.01% 3269
2019
Q4 		$191K Buy
5,997
+1,831
+44% +$59.9K ﹤0.01% 3184
2019
Q3 		$137K Buy
4,166
+207
+5% +$7.02K ﹤0.01% 3137
2019
Q2 		$138K Buy
+3,959
New +$143K ﹤0.01% 3137
2019
Q1 		– Sell
-626
Closed -$22K – 4564
2018
Q4 		$22K Buy
626
+250
+66% +$10.6K ﹤0.01% 3609
2018
Q3 		$21K Buy
376
+48
+15% +$2.81K ﹤0.01% 3692
2018
Q2 		$19K Buy
328
+278
+556% +$16K ﹤0.01% 3758
2018
Q1 		$3K Buy
+50
New +$2.56K ﹤0.01% 3996
2017
Q4 		– Sell
-50
Closed -$2K – 4262
2017
Q3 		$2K Hold
50
– – ﹤0.01% 4038
2017
Q2 		$2K Buy
+50
New +$1.86K ﹤0.01% 4030

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of Montreal increased its Moelis & Co (MC) stake by 8.3% in Q1 2026, buying an estimated $27.2K and bringing the position to 5,461 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Bank of Montreal first reported a position in MC in Q2 2017 and has held it in 26 quarters since. The position peaked at $753K in Q2 2025. 400 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Bank of Montreal held 5,461 shares of Moelis & Co worth $311K as of Q1 2026.
  • Bank of Montreal bought 419 Moelis & Co shares in Q1 2026, an estimated $27.2K.
  • Moelis & Co made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2657 holding.
  • Bank of Montreal first reported a position in Moelis & Co in Q2 2017 and has held it in 26 quarters since.
  • Bank of Montreal's Moelis & Co position peaked at $753K in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

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