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
2019
Q4 		– Sell
-219,340
Closed -$8.54M – 4921
2019
Q3 		$8.54M Buy
219,340
+147,159
+204% +$6.28M 0.01% 941
2019
Q2 		$2.81M Buy
+72,181
New +$2.88M ﹤0.01% 1484
2013
Q3 		– Sell
-24,620
Closed -$209K – 3848
2013
Q2 		$209K Buy
+24,620
New +$210K ﹤0.01% 2169

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 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 $3.37T AUM 44.26% 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.