Bank of Montreal
PHR icon

Bank of Montreal’s Phreesia PHR Stock Holding History

Bank of Montreal’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-36,841
Closed -$623K – 3970
2025
Q4 		$623K Buy
36,841
+25,723
+231% +$531K ﹤0.01% 2199
2025
Q3 		$261K Sell
11,118
-159
-1% -$4.32K ﹤0.01% 2603
2025
Q2 		$321K Buy
11,277
+950
+9% +$24.1K ﹤0.01% 2549
2025
Q1 		$264K Hold
10,327
– – ﹤0.01% 2578
2024
Q4 		$260K Sell
10,327
-294
-3% -$6.28K ﹤0.01% 2626
2024
Q3 		$241K Sell
10,621
-25
-0.2% -$585 ﹤0.01% 2915
2024
Q2 		$231K Hold
10,646
– – ﹤0.01% 2904
2024
Q1 		$259K Sell
10,646
-78
-0.7% -$1.94K ﹤0.01% 2876
2023
Q4 		$256K Buy
+10,724
New +$185K ﹤0.01% 2966
2021
Q4 		– Sell
-55,643
Closed -$3.43M – 3772
2021
Q3 		$3.43M Sell
55,643
-5,606
-9% -$374K ﹤0.01% 1814
2021
Q2 		$3.81M Sell
61,249
-44,121
-42% -$2.3M ﹤0.01% 1732
2021
Q1 		$5.54M Buy
105,370
+15,471
+17% +$975K ﹤0.01% 1293
2020
Q4 		$5.18M Sell
89,899
-15,387
-15% -$660K ﹤0.01% 1361
2020
Q3 		$3.33M Buy
105,286
+103,001
+4,508% +$3.07M ﹤0.01% 1430
2020
Q2 		$65K Buy
+2,285
New +$59.5K ﹤0.01% 3298
2020
Q1 		– Sell
-1,231
Closed -$33K – 4563
2019
Q4 		$33K Buy
+1,231
New +$34K ﹤0.01% 4038

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Bank of Montreal sold out of Phreesia (PHR) in Q1 2026, closing a stake of 36,841 shares — an estimated $623K sold.

Bank of Montreal first reported a position in PHR in Q4 2019 and held it in 16 quarters. The position peaked at $5.54M in Q1 2021. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Bank of Montreal reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 36,841 Phreesia shares in Q1 2026, an estimated $623K.
  • Bank of Montreal first reported a position in Phreesia in Q4 2019 and held it in 16 quarters.
  • Bank of Montreal's Phreesia position peaked at $5.54M in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

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