Bank of Montreal
STEM icon

Bank of Montreal’s Stem STEM Stock Holding History

Bank of Montreal’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10
Closed -$71 – 3724
2025
Q1 		$71 Hold
10
– – ﹤0.01% 3458
2024
Q4 		$122 Hold
10
– – ﹤0.01% 3488
2024
Q3 		$67 Sell
10
-344
-97% -$5.41K ﹤0.01% 3811
2024
Q2 		$8.42K Buy
+354
New +$10.4K ﹤0.01% 3672
2024
Q1 		– Sell
-1,535
Closed -$122K – 4301
2023
Q4 		$122K Sell
1,535
-25,069
-94% -$1.73M ﹤0.01% 3321
2023
Q3 		$2.56M Buy
+26,604
New +$3.04M ﹤0.01% 1580
2021
Q2 		– Sell
-3
Closed -$2K – 4812
2021
Q1 		$2K Buy
+3
New +$1.93K ﹤0.01% 4921

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal's STEM Position: Q2 2025 in Review

Bank of Montreal sold out of Stem (STEM) in Q2 2025, closing a stake of 10 shares — an estimated $71 sold.

Bank of Montreal first reported a position in STEM in Q1 2021 and held it in 7 quarters. The position peaked at $2.56M in Q3 2023. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Bank of Montreal reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 10 Stem shares in Q2 2025, an estimated $71.
  • Bank of Montreal first reported a position in Stem in Q1 2021 and held it in 7 quarters.
  • Bank of Montreal's Stem position peaked at $2.56M in Q3 2023.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.