Bank of Montreal
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Bank of Montreal’s Sweetgreen SG Stock Holding History

Bank of Montreal’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,200
Closed -$319K – 4193
2024
Q2 		$319K Buy
+10,200
New +$280K ﹤0.01% 2689
2023
Q1 		– Sell
-850,000
Closed -$7.3M – 4135
2022
Q4 		$7.3M Buy
+850,000
New +$12.4M ﹤0.01% 1116

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of Montreal reduced its Sweetgreen (SG) stake by 2.7% in Q1 2026, selling an estimated $11.3K and leaving 66,423 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Bank of Montreal first reported a position in SG in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.16M in Q4 2022. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Bank of Montreal held 66,423 shares of Sweetgreen worth $345K as of Q1 2026.
  • Bank of Montreal sold 1,866 Sweetgreen shares in Q1 2026, an estimated $11.3K.
  • Sweetgreen made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2582 holding.
  • Bank of Montreal first reported a position in Sweetgreen in Q4 2022 and has held it in 5 quarters since.
  • Bank of Montreal's Sweetgreen position peaked at $3.16M in Q4 2022.
  • 230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

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