Bank of Montreal
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Bank of Montreal’s Shoals Technologies Group SHLS Stock Holding History

Bank of Montreal’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$855K Buy
86,343
+29,524
+52% +$268K ﹤0.01% 2161
2026
Q1 		$374K Buy
56,819
+23,309
+70% +$191K ﹤0.01% 2534
2025
Q4 		$285K Buy
33,510
+1,620
+5% +$14.6K ﹤0.01% 2625
2025
Q3 		$236K Sell
31,890
-2,690
-8% -$16.6K ﹤0.01% 2677
2025
Q2 		$147K Sell
34,580
-965
-3% -$4.19K ﹤0.01% 2892
2025
Q1 		$118K Sell
35,545
-37,082
-51% -$154K ﹤0.01% 2879
2024
Q4 		$402K Buy
72,627
+28,319
+64% +$144K ﹤0.01% 2370
2024
Q3 		$258K Sell
44,308
-9,967
-18% -$59.6K ﹤0.01% 2878
2024
Q2 		$342K Sell
54,275
-67,903
-56% -$542K ﹤0.01% 2649
2024
Q1 		$1.4M Sell
122,178
-38,948
-24% -$536K ﹤0.01% 1819
2023
Q4 		$2.55M Buy
161,126
+39,815
+33% +$603K ﹤0.01% 1567
2023
Q3 		$2.64M Buy
121,311
+3,169
+3% +$70.5K ﹤0.01% 1564
2023
Q2 		$3.02M Sell
118,142
-95,989
-45% -$2.22M ﹤0.01% 1589
2023
Q1 		$4.97M Buy
214,131
+122,665
+134% +$3.03M ﹤0.01% 1234
2022
Q4 		$2.68M Buy
91,466
+57,619
+170% +$1.39M ﹤0.01% 1649
2022
Q3 		$878 Sell
33,847
-6,249
-16% -$140K ﹤0.01% 2256
2022
Q2 		$733 Buy
40,096
+6,852
+21% +$101K ﹤0.01% 2491
2022
Q1 		$597K Buy
33,244
+9,691
+41% +$168K ﹤0.01% 2704
2021
Q4 		$582K Buy
23,553
+7,706
+49% +$222K ﹤0.01% 2286
2021
Q3 		$448K Buy
15,847
+2,623
+20% +$81.5K ﹤0.01% 2935
2021
Q2 		$455K Sell
13,224
-27,953
-68% -$843K ﹤0.01% 2874
2021
Q1 		$1.45M Buy
+41,177
New +$1.46M ﹤0.01% 1947

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of Montreal increased its Shoals Technologies Group (SHLS) stake by 52% in Q2 2026, buying an estimated $268K and bringing the position to 86,343 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Bank of Montreal first reported a position in SHLS in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.97M in Q1 2023. 249 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Bank of Montreal held 86,343 shares of Shoals Technologies Group worth $855K as of Q2 2026.
  • Bank of Montreal bought 29,524 Shoals Technologies Group shares in Q2 2026, an estimated $268K.
  • Shoals Technologies Group made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2161 holding.
  • Bank of Montreal first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 22 quarters since.
  • Bank of Montreal's Shoals Technologies Group position peaked at $4.97M in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

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