Bank of Montreal
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Bank of Montreal’s Polaris PII Stock Holding History

Bank of Montreal’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-21,000
Closed -$1.94M – 4289
2017
Q2 		$1.94M Buy
+21,000
New +$1.8M ﹤0.01% 1639

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

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

Bank of Montreal reduced its Polaris (PII) stake by 30% in Q2 2026, selling an estimated $369K and leaving 13,602 shares worth $931K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Bank of Montreal first reported a position in PII in Q2 2013 and has held it in 53 quarters since. The position peaked at $56.7M in Q2 2021. 278 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Bank of Montreal held 13,602 shares of Polaris worth $931K as of Q2 2026.
  • Bank of Montreal sold 5,722 Polaris shares in Q2 2026, an estimated $369K.
  • Polaris made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2121 holding.
  • Bank of Montreal first reported a position in Polaris in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Polaris position peaked at $56.7M in Q2 2021.
  • 278 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

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