Bank of Montreal
SPGI icon

Bank of Montreal’s S&P Global SPGI Stock Holding History

Bank of Montreal’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169M Sell
397,190
-213,605
-35% -$99.2M 0.06% 249
2025
Q4 		$319M Sell
610,795
-101,425
-14% -$50.2M 0.11% 142
2025
Q3 		$347M Sell
712,220
-23,664
-3% -$12.7M 0.13% 126
2025
Q2 		$388M Sell
735,884
-17,000
-2% -$8.48M 0.18% 91
2025
Q1 		$383M Sell
752,884
-48,239
-6% -$24.6M 0.19% 97
2024
Q4 		$399M Sell
801,123
-84,321
-10% -$42.8M 0.19% 104
2024
Q3 		$454M Buy
885,444
+47,076
+6% +$23.3M 0.2% 94
2024
Q2 		$377M Sell
838,368
-193,736
-19% -$83.1M 0.11% 109
2024
Q1 		$436M Buy
1,032,104
+223,757
+28% +$97M 0.13% 99
2023
Q4 		$357M Buy
808,347
+76,242
+10% +$30.1M 0.11% 115
2023
Q3 		$287M Buy
732,105
+43,910
+6% +$17.3M 0.1% 123
2023
Q2 		$277M Sell
688,195
-54,187
-7% -$19.8M 0.1% 117
2023
Q1 		$257M Buy
742,382
+47,603
+7% +$16.8M 0.1% 115
2022
Q4 		$233M Sell
694,779
-28,876
-4% -$9.52M 0.1% 127
2022
Q3 		$226K Buy
723,655
+36,629
+5% +$13.1M 0.1% 127
2022
Q2 		$235K Sell
687,026
-88,180
-11% -$31.4M 0.11% 133
2022
Q1 		$325M Buy
775,206
+102,350
+15% +$41.7M 0.16% 116
2021
Q4 		$319M Sell
672,856
-203,227
-23% -$93M 0.17% 110
2021
Q3 		$376M Buy
876,083
+5,081
+0.6% +$2.2M 0.17% 105
2021
Q2 		$358M Buy
871,002
+132,946
+18% +$51.1M 0.18% 103
2021
Q1 		$270M Buy
738,056
+4,366
+0.6% +$1.45M 0.18% 108
2020
Q4 		$234M Buy
733,690
+15,251
+2% +$5.14M 0.15% 120
2020
Q3 		$255M Buy
718,439
+100,992
+16% +$35.6M 0.21% 98
2020
Q2 		$218M Buy
617,447
+13,183
+2% +$3.96M 0.2% 98
2020
Q1 		$146M Sell
604,264
-156,554
-21% -$42.9M 0.17% 116
2019
Q4 		$208M Sell
760,818
-5,259
-0.7% -$1.37M 0.16% 126
2019
Q3 		$188M Buy
766,077
+6,306
+0.8% +$1.58M 0.16% 114
2019
Q2 		$173M Buy
759,771
+88,695
+13% +$19.4M 0.15% 129
2019
Q1 		$141M Sell
671,076
-591,283
-47% -$115M 0.12% 152
2018
Q4 		$215M Sell
1,262,359
-289,388
-19% -$51.8M 0.2% 101
2018
Q3 		$303M Buy
1,551,747
+273,446
+21% +$56.4M 0.24% 87
2018
Q2 		$261M Sell
1,278,301
-28,308
-2% -$5.59M 0.22% 90
2018
Q1 		$250M Buy
1,306,609
+80,425
+7% +$14.8M 0.22% 92
2017
Q4 		$208M Buy
1,226,184
+398,623
+48% +$65.1M 0.18% 121
2017
Q3 		$129M Buy
827,561
+656,664
+384% +$99.8M 0.12% 169
2017
Q2 		$24.9M Sell
170,897
-9,979
-6% -$1.39M 0.02% 528
2017
Q1 		$23.6M Buy
180,876
+25,813
+17% +$3.21M 0.02% 510
2016
Q4 		$18.5M Buy
155,063
+57,071
+58% +$6.82M 0.02% 588
2016
Q3 		$12.4M Buy
97,992
+9,581
+11% +$1.15M 0.01% 722
2016
Q2 		$9.48M Buy
+88,411
New +$9.49M 0.01% 828

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of Montreal reduced its S&P Global (SPGI) stake by 35% in Q1 2026, selling an estimated $99.2M and leaving 397,190 shares worth $169M. The position accounts for 0.06% of the portfolio, ranked #249.

Bank of Montreal first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $454M in Q3 2024. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Bank of Montreal held 397,190 shares of S&P Global worth $169M as of Q1 2026.
  • Bank of Montreal sold 213,605 S&P Global shares in Q1 2026, an estimated $99.2M.
  • S&P Global made up 0.06% of Bank of Montreal's portfolio in Q1 2026, its #249 holding.
  • Bank of Montreal first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Bank of Montreal's S&P Global position peaked at $454M in Q3 2024.
  • 2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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