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
2024 Q1	–	Sell	-1,525	Closed	-$121K	–	4302
2023 Q4	$121K	Sell	1,525 -25,000	-94%	-$1.72M	﹤0.01%	3322
2023 Q3	$2.56M	Buy	+26,525	New	+$3.03M	﹤0.01%	1583

Other funds holding STEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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.