Bank of Montreal’s iShares S&P 500 3% Capped ETF TOPC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.89M	Buy	+83,961	New	+$2.78M	﹤0.01%	1581

Other funds holding TOPC

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of Montreal's TOPC Position: Q2 2026 in Review

Bank of Montreal opened a new position in iShares S&P 500 3% Capped ETF (TOPC) in Q2 2026: 83,961 shares worth $2.89M. The stake represents ﹤0.01% of the portfolio and ranks #1581 among its holdings.

9 funds tracked by Wall St. Rank hold TOPC as of Q2 2026.

Bank of Montreal held 83,961 shares of iShares S&P 500 3% Capped ETF worth $2.89M as of Q2 2026.
iShares S&P 500 3% Capped ETF was a new Bank of Montreal position in Q2 2026.
iShares S&P 500 3% Capped ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1581 holding.
9 funds tracked by Wall St. Rank held iShares S&P 500 3% Capped ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.