Bank of Montreal
PPLI

Bank of Montreal’s People Inc PPLI Stock Holding History

Bank of Montreal’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.6M Sell
2,037,824
-1,090,280
-35% -$41.3M 0.03% 407
2025
Q4 		$122M Buy
3,128,104
+3,120,799
+42,721% +$109M 0.04% 328
2025
Q3 		$249K Buy
+7,305
New +$273K ﹤0.01% 2644
2025
Q2 		– Sell
-14,206
Closed -$535K – 3620
2025
Q1 		$535K Buy
14,206
+3,053
+27% +$111K ﹤0.01% 2154
2024
Q4 		$395K Buy
+11,153
New +$447K ﹤0.01% 2379
2024
Q3 		– Sell
-13,165
Closed -$506K – 4022
2024
Q2 		$506K Buy
+13,165
New +$544K ﹤0.01% 2393
2023
Q3 		– Sell
-7,704
Closed -$403K – 4008
2023
Q2 		$403K Buy
+7,704
New +$353K ﹤0.01% 2731
2022
Q4 		– Sell
-113,571
Closed -$6.04K – 4123
2022
Q3 		$6.04K Buy
113,571
+87,976
+344% +$4.95M ﹤0.01% 1251
2022
Q2 		$1.72K Buy
25,595
+10,383
+68% +$732K ﹤0.01% 1971
2022
Q1 		$1.3M Buy
15,212
+9,395
+162% +$913K ﹤0.01% 2175
2021
Q4 		$640K Sell
5,817
-19,565
-77% -$2.21M ﹤0.01% 2214
2021
Q3 		$2.74M Buy
25,382
+21,976
+645% +$2.42M ﹤0.01% 1919
2021
Q2 		$441K Sell
3,406
-1,141
-25% -$148K ﹤0.01% 2889
2021
Q1 		$596K Sell
4,547
-1,911
-30% -$237K ﹤0.01% 2532
2020
Q4 		$665K Sell
6,458
-2,565
-28% -$197K ﹤0.01% 2545
2020
Q3 		$623K Sell
9,023
-201,644
-96% -$13.8M ﹤0.01% 2224
2020
Q2 		$12.2M Buy
210,667
+12,181
+6% +$541K 0.01% 750
2020
Q1 		$6.02M Sell
198,486
-289,814
-59% -$11.5M 0.01% 903
2019
Q4 		$21.7M Buy
488,300
+255,800
+110% +$10.3M 0.02% 665
2019
Q3 		$9.06M Buy
232,500
+50,129
+27% +$2.14M 0.01% 916
2019
Q2 		$7.09M Sell
182,371
-51,696
-22% -$2.06M 0.01% 1048
2019
Q1 		$8.79M Sell
234,067
-811,446
-78% -$30M 0.01% 897
2018
Q4 		$34.2M Buy
1,045,513
+980,925
+1,519% +$32.9M 0.03% 424
2018
Q3 		$2.5M Sell
64,588
-499,334
-89% -$16.2M ﹤0.01% 1559
2018
Q2 		$15.4M Sell
563,922
-1,164,214
-67% -$31.9M 0.01% 709
2018
Q1 		$48.3M Sell
1,728,136
-51,377
-3% -$1.35M 0.04% 369
2017
Q4 		$38.9M Buy
1,779,513
+105,753
+6% +$2.37M 0.03% 412
2017
Q3 		$35.2M Buy
1,673,760
+1,655,687
+9,161% +$32.2M 0.03% 431
2017
Q2 		$333K Sell
18,073
-8,460
-32% -$144K ﹤0.01% 2432
2017
Q1 		$350K Buy
26,533
+4,761
+22% +$61.9K ﹤0.01% 2238
2016
Q4 		$262K Sell
21,772
-218
-1% -$2.55K ﹤0.01% 2378
2016
Q3 		$246K Sell
21,990
-168
-0.8% -$1.77K ﹤0.01% 2368
2016
Q2 		$223K Buy
22,158
+470
+2% +$4.35K ﹤0.01% 2422
2016
Q1 		$182K Buy
21,688
+3,229
+17% +$27.8K ﹤0.01% 2513
2015
Q4 		$198K Buy
18,459
+7,693
+71% +$89.1K ﹤0.01% 2421
2015
Q3 		$126K Buy
10,766
+2,709
+34% +$36K ﹤0.01% 2497
2015
Q2 		$114K Sell
8,057
-829
-9% -$11K ﹤0.01% 2682
2015
Q1 		$108K Buy
8,886
+739
+9% +$8.55K ﹤0.01% 2598
2014
Q4 		$88K Sell
8,147
-7,218
-47% -$81.7K ﹤0.01% 2832
2014
Q3 		$181K Sell
15,365
-1,002
-6% -$12.1K ﹤0.01% 2572
2014
Q2 		$202K Sell
16,367
-1,740
-10% -$20.8K ﹤0.01% 2514
2014
Q1 		$231K Sell
18,107
-710
-4% -$9.13K ﹤0.01% 2439
2013
Q4 		$231K Sell
18,817
-1,735
-8% -$17.9K ﹤0.01% 2178
2013
Q3 		$201K Buy
20,552
+7,543
+58% +$68.9K ﹤0.01% 2241
2013
Q2 		$110K Buy
+13,009
New +$111K ﹤0.01% 2401

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of Montreal reduced its People Inc (PPLI) stake by 35% in Q1 2026, selling an estimated $41.3M and leaving 2,037,824 shares worth $81.6M. The position accounts for 0.03% of the portfolio, ranked #407.

Bank of Montreal first reported a position in PPLI in Q2 2013 and has held it in 45 quarters since. The position peaked at $122M in Q4 2025. 335 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Bank of Montreal held 2,037,824 shares of People Inc worth $81.6M as of Q1 2026.
  • Bank of Montreal sold 1,090,280 People Inc shares in Q1 2026, an estimated $41.3M.
  • People Inc made up 0.03% of Bank of Montreal's portfolio in Q1 2026, its #407 holding.
  • Bank of Montreal first reported a position in People Inc in Q2 2013 and has held it in 45 quarters since.
  • Bank of Montreal's People Inc position peaked at $122M in Q4 2025.
  • 335 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

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