Bank of Montreal’s MP Materials MP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,000	Closed	-$1.01M	–	3922
2025 Q4	$1.01M	Hold	20,000	–	–	﹤0.01%	1974
2025 Q3	$1.34M	Hold	20,000	–	–	﹤0.01%	1829
2025 Q2	$665K	Buy	+20,000	New	+$510K	﹤0.01%	2114
2024 Q2	–	Sell	-85,700	Closed	-$1.23M	–	4114
2024 Q1	$1.23M	Buy	+85,700	New	+$1.36M	﹤0.01%	1898
2023 Q4	–	Sell	-4,000	Closed	-$90.4K	–	4193
2023 Q3	$90.4K	Buy	+4,000	New	+$88.8K	﹤0.01%	3312
2023 Q1	–	Sell	-45,000	Closed	-$1.1M	–	4040
2022 Q4	$1.1M	Buy	+45,000	New	+$1.36M	﹤0.01%	2124
2021 Q2	–	Sell	-20,000	Closed	-$719K	–	4456
2021 Q1	$719K	Buy	20,000 +13,600	+213%	+$503K	﹤0.01%	2425
2020 Q4	$189K	Buy	+6,400	New	+$124K	﹤0.01%	3246

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bank of Montreal increased its MP Materials (MP) stake by 56% in Q2 2026, buying an estimated $27M and bringing the position to 1,239,147 shares worth $69.4M. The position accounts for 0.02% of the portfolio, ranked #499.

Bank of Montreal first reported a position in MP in Q4 2020 and has held it in 23 quarters since. 758 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Bank of Montreal held 1,239,147 shares of MP Materials worth $69.4M as of Q2 2026.
Bank of Montreal bought 442,897 MP Materials shares in Q2 2026, an estimated $27M.
MP Materials made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #499 holding.
Bank of Montreal first reported a position in MP Materials in Q4 2020 and has held it in 23 quarters since.
758 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

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