Bank of Montreal
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Bank of Montreal’s StepStone Group STEP Stock Holding History

Bank of Montreal’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$318K Sell
2025
Q2 		$595K Buy
2025
Q1 		$510K Buy
2024
Q4 		$418K Buy
2024
Q3 		$349K Buy
2024
Q2 		$226K Buy
2021
Q2 		– Sell
2021
Q1 		$21K Sell
2020
Q4 		$116K Buy