Bank of Montreal
U icon

Bank of Montreal’s Unity U Stock Holding History

Bank of Montreal’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-531,700
Closed -$8.65M – 4247
2024
Q2 		$8.65M Buy
+531,700
New +$11.4M ﹤0.01% 1064

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Bank of Montreal increased its Unity (U) stake by 0.53% in Q2 2026, buying an estimated $2.95K and bringing the position to 21,234 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Bank of Montreal first reported a position in U in Q3 2020 and has held it in 24 quarters since. The position peaked at $22.3M in Q4 2021. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Bank of Montreal held 21,234 shares of Unity worth $607K as of Q2 2026.
  • Bank of Montreal bought 111 Unity shares in Q2 2026, an estimated $2.95K.
  • Unity made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2356 holding.
  • Bank of Montreal first reported a position in Unity in Q3 2020 and has held it in 24 quarters since.
  • Bank of Montreal's Unity position peaked at $22.3M in Q4 2021.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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