Bank of Montreal
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Bank of Montreal’s Principal Financial Group PFG Stock Holding History

Bank of Montreal’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-53,500
Closed -$2.36M – 4635
2018
Q4 		$2.36M Buy
+53,500
New +$2.63M ﹤0.01% 1442

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of Montreal reduced its Principal Financial Group (PFG) stake by 12% in Q1 2026, selling an estimated $2.03M and leaving 169,381 shares worth $15.3M. The position accounts for 0.01% of the portfolio, ranked #944.

Bank of Montreal first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $165M in Q3 2021. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Bank of Montreal held 169,381 shares of Principal Financial Group worth $15.3M as of Q1 2026.
  • Bank of Montreal sold 22,217 Principal Financial Group shares in Q1 2026, an estimated $2.03M.
  • Principal Financial Group made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #944 holding.
  • Bank of Montreal first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Principal Financial Group position peaked at $165M in Q3 2021.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

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