Bank of Montreal
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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
2020
Q1 		– Sell
-8,500
Closed -$2.32M – 4650
2019
Q4 		$2.32M Buy
8,500
+4,900
+136% +$1.27M ﹤0.01% 1796
2019
Q3 		$882K Buy
+3,600
New +$900K ﹤0.01% 2138

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Bank of Montreal increased its S&P Global (SPGI) stake by 8.5% in Q2 2026, buying an estimated $14.3M and bringing the position to 431,000 shares worth $176M. The position accounts for 0.06% of the portfolio, ranked #266.

Bank of Montreal first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $454M in Q3 2024. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bank of Montreal held 431,000 shares of S&P Global worth $176M as of Q2 2026.
  • Bank of Montreal bought 33,810 S&P Global shares in Q2 2026, an estimated $14.3M.
  • S&P Global made up 0.06% of Bank of Montreal's portfolio in Q2 2026, its #266 holding.
  • Bank of Montreal first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • Bank of Montreal's S&P Global position peaked at $454M in Q3 2024.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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