Bank of Montreal’s MillerKnoll MLKN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-16,000	Closed	-$548K	–	5252
2020 Q4	$548K	Buy	+16,000	New	+$557K	﹤0.01%	2650

Other funds holding MLKN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of Montreal's MLKN Position: Q3 2025 in Review

Bank of Montreal sold out of MillerKnoll (MLKN) in Q3 2025, closing a stake of 12,930 shares — an estimated $251K sold.

Bank of Montreal first reported a position in MLKN in Q2 2013 and held it in 49 quarters. The position peaked at $10.5M in Q3 2021. 216 funds tracked by Wall St. Rank hold MLKN as of Q3 2025.

Bank of Montreal reported no remaining MillerKnoll position as of Q3 2025 after selling out during the quarter.
Bank of Montreal sold 12,930 MillerKnoll shares in Q3 2025, an estimated $251K.
Bank of Montreal first reported a position in MillerKnoll in Q2 2013 and held it in 49 quarters.
Bank of Montreal's MillerKnoll position peaked at $10.5M in Q3 2021.
216 funds tracked by Wall St. Rank held MillerKnoll as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.