Bank of Montreal
SH icon

Bank of Montreal’s ProShares Short S&P500 SH Stock Holding History

Bank of Montreal’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$7.59K – 4032
2026
Q1 		$7.59K Hold
200
– – ﹤0.01% 3594
2025
Q4 		$7.21K Sell
200
-62
-24% -$2.27K ﹤0.01% 3454
2025
Q3 		$9.68K Sell
262
-7,787
-97% -$300K ﹤0.01% 3365
2025
Q2 		$319K Buy
8,049
+7,445
+1,233% +$322K ﹤0.01% 2553
2025
Q1 		$26.9K Hold
604
– – ﹤0.01% 3172
2024
Q4 		$25.6K Sell
604
-5,001
-89% -$213K ﹤0.01% 3219
2024
Q3 		$244K Hold
5,605
– – ﹤0.01% 2908
2024
Q2 		$271K Sell
5,605
-10,503
-65% -$503K ﹤0.01% 2801
2024
Q1 		$765K Buy
16,108
+4,340
+37% +$217K ﹤0.01% 2162
2023
Q4 		$636K Buy
11,768
+3,044
+35% +$171K ﹤0.01% 2340
2023
Q3 		$491K Buy
8,724
+19
+0.2% +$1.06K ﹤0.01% 2469
2023
Q2 		$497K Hold
8,705
– – ﹤0.01% 2603
2023
Q1 		$536K Sell
8,705
-37,367
-81% -$2.31M ﹤0.01% 2418
2022
Q4 		$2.98M Sell
46,072
-6,522
-12% -$418K ﹤0.01% 1589
2022
Q3 		$3.64K Buy
52,594
+39,426
+299% +$2.47M ﹤0.01% 1511
2022
Q2 		$860 Buy
13,168
+2,860
+28% +$177K ﹤0.01% 2404
2022
Q1 		$598K Buy
10,308
+8,428
+448% +$487K ﹤0.01% 2700
2021
Q4 		$104K Sell
1,880
-7,248
-79% -$412K ﹤0.01% 3110
2021
Q3 		$549K Sell
9,128
-1,406
-13% -$83.8K ﹤0.01% 2825
2021
Q2 		$651K Buy
10,534
+3,534
+50% +$224K ﹤0.01% 2693
2021
Q1 		$456K Buy
+7,000
New +$486K ﹤0.01% 2698
2020
Q4 		– Sell
-2,200
Closed -$178K – 5092
2020
Q3 		$178K Sell
2,200
-2,603
-54% -$216K ﹤0.01% 2791
2020
Q2 		$421K Buy
4,803
+4,000
+498% +$384K ﹤0.01% 2354
2020
Q1 		$91K Sell
803
-369
-31% -$37.3K ﹤0.01% 2635
2019
Q4 		$113K Buy
1,172
+878
+299% +$88.7K ﹤0.01% 3435
2019
Q3 		$31K Sell
294
-836
-74% -$88.4K ﹤0.01% 3850
2019
Q2 		$120K Sell
1,130
-3,433
-75% -$374K ﹤0.01% 3229
2019
Q1 		$505K Hold
4,563
– – ﹤0.01% 2300
2018
Q4 		$572K Hold
4,563
– – ﹤0.01% 2106
2018
Q3 		$498K Hold
4,563
– – ﹤0.01% 2336
2018
Q2 		$536K Buy
4,563
+88
+2% +$10.4K ﹤0.01% 2309
2018
Q1 		$542K Hold
4,475
– – ﹤0.01% 2188
2017
Q4 		$540K Sell
4,475
-16,577
-79% -$2.06M ﹤0.01% 2248
2017
Q3 		$2.71M Buy
21,052
+1,250
+6% +$164K ﹤0.01% 1465
2017
Q2 		$2.65M Buy
19,802
+150
+0.8% +$20.4K ﹤0.01% 1483
2017
Q1 		$2.71M Sell
19,652
-1,244
-6% -$175K ﹤0.01% 1366
2016
Q4 		$3.12M Buy
20,896
+541
+3% +$81.5K ﹤0.01% 1293
2016
Q3 		$3.1M Buy
20,355
+671
+3% +$103K ﹤0.01% 1295
2016
Q2 		$3.12M Sell
19,684
-600
-3% -$96.9K ﹤0.01% 1288
2016
Q1 		$3.31M Buy
20,284
+11,009
+119% +$1.91M ﹤0.01% 1194
2015
Q4 		$1.55M Sell
9,275
-7,925
-46% -$1.33M ﹤0.01% 1518
2015
Q3 		$3.1M Buy
17,200
+7,962
+86% +$1.37M ﹤0.01% 1125
2015
Q2 		$1.58M Hold
9,238
– – ﹤0.01% 1477
2015
Q1 		$1.59M Hold
9,238
– – ﹤0.01% 1448
2014
Q4 		$1.61M Sell
9,238
-1,250
-12% -$225K ﹤0.01% 1497
2014
Q3 		$1.93M Sell
10,488
-2,449
-19% -$452K ﹤0.01% 1484
2014
Q2 		$2.42M Buy
12,937
+145
+1% +$28.1K ﹤0.01% 1384
2014
Q1 		$2.52M Buy
12,792
+1,063
+9% +$215K ﹤0.01% 1231
2013
Q4 		$2.37M Sell
11,729
-450
-4% -$95.5K ﹤0.01% 1123
2013
Q3 		$2.73M Buy
12,179
+153
+1% +$34.6K ﹤0.01% 1022
2013
Q2 		$2.85M Buy
+12,026
New +$2.86M 0.01% 955

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
SIM
Sterling Investment Management Tucson, Arizona $182M AUM 9.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Bank of Montreal sold out of ProShares Short S&P500 (SH) in Q2 2026, closing a stake of 200 shares — an estimated $7.59K sold.

Bank of Montreal first reported a position in SH in Q2 2013 and held it in 51 quarters. The position peaked at $3.31M in Q1 2016. 96 funds tracked by Wall St. Rank hold SH as of Q2 2026.

  • Bank of Montreal reported no remaining ProShares Short S&P500 position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 200 ProShares Short S&P500 shares in Q2 2026, an estimated $7.59K.
  • Bank of Montreal first reported a position in ProShares Short S&P500 in Q2 2013 and held it in 51 quarters.
  • Bank of Montreal's ProShares Short S&P500 position peaked at $3.31M in Q1 2016.
  • 96 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

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