Bank of Montreal
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Bank of Montreal’s MSCI MSCI Stock Holding History

Bank of Montreal’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-9,900
Closed -$3.44M – 5049
2020
Q3 		$3.44M Buy
+9,900
New +$3.59M ﹤0.01% 1414

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Bank of Montreal increased its MSCI (MSCI) stake by 24% in Q2 2026, buying an estimated $10.9M and bringing the position to 95,868 shares worth $53.7M. The position accounts for 0.02% of the portfolio, ranked #582.

Bank of Montreal first reported a position in MSCI in Q2 2013 and has held it in 53 quarters since. The position peaked at $101M in Q3 2021. 762 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Bank of Montreal held 95,868 shares of MSCI worth $53.7M as of Q2 2026.
  • Bank of Montreal bought 18,703 MSCI shares in Q2 2026, an estimated $10.9M.
  • MSCI made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #582 holding.
  • Bank of Montreal first reported a position in MSCI in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's MSCI position peaked at $101M in Q3 2021.
  • 762 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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