Bank of Montreal
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Bank of Montreal’s Murphy USA MUSA Stock Holding History

Bank of Montreal’s Portfolio MUSA Stock Details MUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10,000
Closed -$724K – 4051
2015
Q1 		$724K Hold
10,000
– – ﹤0.01% 1773
2014
Q4 		$689K Hold
10,000
– – ﹤0.01% 1895
2014
Q3 		$531K Buy
+10,000
New +$517K ﹤0.01% 2054

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Bank of Montreal reduced its Murphy USA (MUSA) stake by 6.3% in Q2 2026, selling an estimated $98.3K and leaving 2,681 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Bank of Montreal first reported a position in MUSA in Q3 2013 and has held it in 52 quarters since. The position peaked at $28.4M in Q2 2025. 396 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Bank of Montreal held 2,681 shares of Murphy USA worth $1.44M as of Q2 2026.
  • Bank of Montreal sold 181 Murphy USA shares in Q2 2026, an estimated $98.3K.
  • Murphy USA made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1905 holding.
  • Bank of Montreal first reported a position in Murphy USA in Q3 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Murphy USA position peaked at $28.4M in Q2 2025.
  • 396 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

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