Bank of Montreal’s Ocean Power Technologies OPTT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.2K	Buy	+18,000	New	+$6.1K	﹤0.01%	3701
2017 Q1	–	Sell	-1,000	Closed	-$67K	–	4140
2016 Q4	$67K	Hold	1,000	–	–	﹤0.01%	3010
2016 Q3	$141K	Buy	+1,000	New	+$152K	﹤0.01%	2602
2014 Q4	–	Sell	-5	Closed	-$1K	–	4126
2014 Q3	$1K	Sell	5 -28	-85%	-$7.29K	﹤0.01%	3955
2014 Q2	$11K	Buy	+33	New	+$16.1K	﹤0.01%	3830

Other funds holding OPTT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bank of Montreal opened a new position in Ocean Power Technologies (OPTT) in Q2 2026: 18,000 shares worth $7.2K. The stake represents ﹤0.01% of the portfolio and ranks #3701 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in OPTT as recently as Q4 2016.

Bank of Montreal first reported a position in OPTT in Q2 2014 and has held it in 5 quarters since. The position peaked at $141K in Q3 2016. 81 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

Bank of Montreal held 18,000 shares of Ocean Power Technologies worth $7.2K as of Q2 2026.
Ocean Power Technologies was a new Bank of Montreal position in Q2 2026.
Ocean Power Technologies made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3701 holding.
Bank of Montreal first reported a position in Ocean Power Technologies in Q2 2014 and has held it in 5 quarters since.
Bank of Montreal's Ocean Power Technologies position peaked at $141K in Q3 2016.
81 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

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