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 $3.33B AUM 65.96% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Bank of Montreal increased its MP Materials (MP) stake by 3.3% in Q1 2026, buying an estimated $1.53M and bringing the position to 796,250 shares worth $38.4M. The position accounts for 0.01% of the portfolio, ranked #627.

Bank of Montreal first reported a position in MP in Q4 2020 and has held it in 22 quarters since. The position peaked at $48.5M in Q3 2025. 713 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Bank of Montreal held 796,250 shares of MP Materials worth $38.4M as of Q1 2026.
Bank of Montreal bought 25,649 MP Materials shares in Q1 2026, an estimated $1.53M.
MP Materials made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #627 holding.
Bank of Montreal first reported a position in MP Materials in Q4 2020 and has held it in 22 quarters since.
Bank of Montreal's MP Materials position peaked at $48.5M in Q3 2025.
713 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

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