Bank of Montreal
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Bank of Montreal’s PagerDuty PD Stock Holding History

Bank of Montreal’s Portfolio PD Stock Details PD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,300
Closed -$93K – 4969
2019
Q3 		$93K Buy
+3,300
New +$127K ﹤0.01% 3342

Other funds holding PD

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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bank of Montreal opened a new position in PagerDuty (PD) in Q2 2026: 16,574 shares worth $160K. The stake represents ﹤0.01% of the portfolio and ranks #3096 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in PD as recently as Q3 2025.

Bank of Montreal first reported a position in PD in Q3 2019 and has held it in 26 quarters since. The position peaked at $23.8M in Q3 2021. 163 funds tracked by Wall St. Rank hold PD as of Q2 2026.

  • Bank of Montreal held 16,574 shares of PagerDuty worth $160K as of Q2 2026.
  • PagerDuty was a new Bank of Montreal position in Q2 2026.
  • PagerDuty made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3096 holding.
  • Bank of Montreal first reported a position in PagerDuty in Q3 2019 and has held it in 26 quarters since.
  • Bank of Montreal's PagerDuty position peaked at $23.8M in Q3 2021.
  • 163 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

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