Bank of Montreal
TGI

Bank of Montreal’s Triumph Group TGI Stock Holding History

Bank of Montreal’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,534
Closed -$297K – 3802
2025
Q2 		$297K Sell
11,534
-28
-0.2% -$714 ﹤0.01% 2589
2025
Q1 		$293K Buy
+11,562
New +$268K ﹤0.01% 2525
2023
Q2 		– Sell
-11,582
Closed -$150K – 4285
2023
Q1 		$150K Sell
11,582
-58,279
-83% -$664K ﹤0.01% 3121
2022
Q4 		$736K Buy
+69,861
New +$722K ﹤0.01% 2373
2022
Q2 		– Sell
-18,317
Closed -$488K – 4448
2022
Q1 		$488K Buy
18,317
+207
+1% +$4.6K ﹤0.01% 2869
2021
Q4 		$336K Sell
18,110
-30,884
-63% -$603K ﹤0.01% 2662
2021
Q3 		$933K Sell
48,994
-1,340
-3% -$25K ﹤0.01% 2542
2021
Q2 		$1.07M Buy
50,334
+2,735
+6% +$50.4K ﹤0.01% 2445
2021
Q1 		$858K Sell
47,599
-6,420
-12% -$95.9K ﹤0.01% 2311
2020
Q4 		$690K Buy
54,019
+50,453
+1,415% +$524K ﹤0.01% 2518
2020
Q3 		$24K Sell
3,566
-2,967
-45% -$22K ﹤0.01% 3763
2020
Q2 		$50K Buy
6,533
+6,290
+2,588% +$46.5K ﹤0.01% 3445
2020
Q1 		$1K Sell
243
-8,835
-97% -$161K ﹤0.01% 3986
2019
Q4 		$229K Buy
9,078
+1,917
+27% +$47.6K ﹤0.01% 3091
2019
Q3 		$164K Sell
7,161
-807
-10% -$18.5K ﹤0.01% 3034
2019
Q2 		$183K Buy
7,968
+4,569
+134% +$98.2K ﹤0.01% 2971
2019
Q1 		$65K Sell
3,399
-1,783
-34% -$33.6K ﹤0.01% 3247
2018
Q4 		$59K Buy
5,182
+112
+2% +$1.95K ﹤0.01% 3214
2018
Q3 		$118K Sell
5,070
-100
-2% -$2.09K ﹤0.01% 3032
2018
Q2 		$101K Buy
5,170
+345
+7% +$7.99K ﹤0.01% 3116
2018
Q1 		$122K Sell
4,825
-391
-7% -$10.6K ﹤0.01% 2872
2017
Q4 		$142K Hold
5,216
– – ﹤0.01% 2842
2017
Q3 		$155K Hold
5,216
– – ﹤0.01% 2772
2017
Q2 		$164K Sell
5,216
-36
-0.7% -$1K ﹤0.01% 2750
2017
Q1 		$135K Buy
5,252
+391
+8% +$10.2K ﹤0.01% 2672
2016
Q4 		$135K Sell
4,861
-36,551
-88% -$972K ﹤0.01% 2693
2016
Q3 		$1.15M Sell
41,412
-11,759
-22% -$380K ﹤0.01% 1757
2016
Q2 		$1.89M Sell
53,171
-9,807
-16% -$355K ﹤0.01% 1538
2016
Q1 		$1.98M Buy
62,978
+18,269
+41% +$555K ﹤0.01% 1444
2015
Q4 		$1.78M Buy
44,709
+14,342
+47% +$579K ﹤0.01% 1455
2015
Q3 		$1.28M Buy
30,367
+2,993
+11% +$160K ﹤0.01% 1472
2015
Q2 		$1.81M Buy
27,374
+1,904
+7% +$123K ﹤0.01% 1424
2015
Q1 		$1.52M Sell
25,470
-4,937
-16% -$297K ﹤0.01% 1469
2014
Q4 		$2.04M Buy
30,407
+2,074
+7% +$136K ﹤0.01% 1403
2014
Q3 		$1.84M Buy
28,333
+2,756
+11% +$185K ﹤0.01% 1508
2014
Q2 		$1.78M Sell
25,577
-171,246
-87% -$11.6M ﹤0.01% 1506
2014
Q1 		$12.7M Sell
196,823
-14,727
-7% -$1.01M 0.02% 568
2013
Q4 		$16.1M Sell
211,550
-52,769
-20% -$3.83M 0.02% 441
2013
Q3 		$18.6M Buy
264,319
+36,293
+16% +$2.8M 0.03% 360
2013
Q2 		$18M Buy
+228,026
New +$17.7M 0.03% 334

Other funds holding TGI

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of Montreal's TGI Position: Q3 2025 in Review

Bank of Montreal sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 11,534 shares — an estimated $297K sold.

Bank of Montreal first reported a position in TGI in Q2 2013 and held it in 40 quarters. The position peaked at $18.6M in Q3 2013. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • Bank of Montreal reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 11,534 Triumph Group shares in Q3 2025, an estimated $297K.
  • Bank of Montreal first reported a position in Triumph Group in Q2 2013 and held it in 40 quarters.
  • Bank of Montreal's Triumph Group position peaked at $18.6M in Q3 2013.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.