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 $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

Bank of Montreal reduced its People Inc (PPLI) stake by 59% in Q2 2026, selling an estimated $51.7M and leaving 825,380 shares worth $38.3M. The position accounts for 0.01% of the portfolio, ranked #677.

Bank of Montreal first reported a position in PPLI in Q2 2013 and has held it in 46 quarters since. The position peaked at $122M in Q4 2025. 340 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Bank of Montreal held 825,380 shares of People Inc worth $38.3M as of Q2 2026.
  • Bank of Montreal sold 1,212,444 People Inc shares in Q2 2026, an estimated $51.7M.
  • People Inc made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #677 holding.
  • Bank of Montreal first reported a position in People Inc in Q2 2013 and has held it in 46 quarters since.
  • Bank of Montreal's People Inc position peaked at $122M in Q4 2025.
  • 340 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

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