Bank of Montreal’s RB Global RBA Stock Holding History

Bank of Montreal’s Portfolio RBA Stock Details RBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.7M	Buy	80,300 +2,500	+3%	+$265K	﹤0.01%	1174
2025 Q4	$8.01M	Buy	77,800 +100	+0.1%	+$10.2K	﹤0.01%	1190
2025 Q3	$8.41M	Sell	77,700 -12,300	-14%	-$1.38M	﹤0.01%	1115
2025 Q2	$9.57M	Buy	+90,000	New	+$9.23M	﹤0.01%	994
2024 Q4	–	Sell	-37,500	Closed	-$3.01M	–	3876
2024 Q3	$3.01M	Buy	37,500 +7,500	+25%	+$609K	﹤0.01%	1517
2024 Q2	$2.35M	Buy	+30,000	New	+$2.25M	﹤0.01%	1591
2023 Q1	–	Sell	-100,000	Closed	-$5.82M	–	4105
2022 Q4	$5.82M	Buy	+100,000	New	+$5.82M	﹤0.01%	1217
2018 Q4	–	Sell	-216,000	Closed	-$7.8M	–	4818
2018 Q3	$7.8M	Buy	+216,000	New	+$7.72M	0.01%	994

Other funds holding RBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Bank of Montreal increased its RB Global (RBA) stake by 2.1% in Q1 2026, buying an estimated $5.39M and bringing the position to 2,526,563 shares worth $242M. The position accounts for 0.09% of the portfolio, ranked #181.

Bank of Montreal first reported a position in RBA in Q2 2013 and has held it in 52 quarters since. The position peaked at $255M in Q4 2025. 541 funds tracked by Wall St. Rank hold RBA as of Q1 2026.

Bank of Montreal held 2,526,563 shares of RB Global worth $242M as of Q1 2026.
Bank of Montreal bought 50,855 RB Global shares in Q1 2026, an estimated $5.39M.
RB Global made up 0.09% of Bank of Montreal's portfolio in Q1 2026, its #181 holding.
Bank of Montreal first reported a position in RB Global in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's RB Global position peaked at $255M in Q4 2025.
541 funds tracked by Wall St. Rank held RB Global as of Q1 2026.

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