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
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.