Bank of Montreal
OR icon

Bank of Montreal’s OR Royalties Inc OR Stock Holding History

Bank of Montreal’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.9M Sell
50,000
-7,200
-13% -$296K ﹤0.01% 1690
2025
Q4 		$2.03M Buy
+57,200
New +$2M ﹤0.01% 1646
2024
Q3 		– Sell
-100,000
Closed -$1.73M – 4135
2024
Q2 		$1.73M Buy
+100,000
New +$1.62M ﹤0.01% 1732
2017
Q1 		– Sell
-738,000
Closed -$7.23M – 4141
2016
Q4 		$7.23M Buy
+738,000
New +$7.32M 0.01% 930

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

Bank of Montreal reduced its OR Royalties Inc (OR) stake by 5.4% in Q1 2026, selling an estimated $3.41M and leaving 1,461,432 shares worth $55.7M. The position accounts for 0.02% of the portfolio, ranked #522.

Bank of Montreal first reported a position in OR in Q3 2016 and has held it in 39 quarters since. 252 funds tracked by Wall St. Rank hold OR as of Q1 2026.

  • Bank of Montreal held 1,461,432 shares of OR Royalties Inc worth $55.7M as of Q1 2026.
  • Bank of Montreal sold 83,129 OR Royalties Inc shares in Q1 2026, an estimated $3.41M.
  • OR Royalties Inc made up 0.02% of Bank of Montreal's portfolio in Q1 2026, its #522 holding.
  • Bank of Montreal first reported a position in OR Royalties Inc in Q3 2016 and has held it in 39 quarters since.
  • 252 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2026.

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