Bank of Montreal’s SunOpta STKL Stock Holding History

Bank of Montreal’s Portfolio STKL Stock Details STKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-50,000	Closed	-$462K	–	3857
2021 Q3	$462K	Hold	50,000	–	–	﹤0.01%	2918
2021 Q2	$611K	Buy	+50,000	New	+$653K	﹤0.01%	2726
2019 Q1	–	Sell	-6,000	Closed	-$23K	–	4720
2018 Q4	$23K	Sell	6,000 -219,000	-97%	-$1.25M	﹤0.01%	3600
2018 Q3	$1.65M	Buy	+225,000	New	+$1.79M	﹤0.01%	1774

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal's STKL Position: Q4 2025 in Review

Bank of Montreal sold out of SunOpta (STKL) in Q4 2025, closing a stake of 10,132 shares — an estimated $59.2K sold.

Bank of Montreal first reported a position in STKL in Q2 2013 and held it in 43 quarters. The position peaked at $26.7M in Q3 2015. 183 funds tracked by Wall St. Rank hold STKL as of Q4 2025.

Bank of Montreal reported no remaining SunOpta position as of Q4 2025 after selling out during the quarter.
Bank of Montreal sold 10,132 SunOpta shares in Q4 2025, an estimated $59.2K.
Bank of Montreal first reported a position in SunOpta in Q2 2013 and held it in 43 quarters.
Bank of Montreal's SunOpta position peaked at $26.7M in Q3 2015.
183 funds tracked by Wall St. Rank held SunOpta as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.