Bank of Montreal
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Bank of Montreal’s UFP Technologies UFPT Stock Holding History

Bank of Montreal’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,226
Closed -$299K – 3811
2025
Q2 		$299K Buy
1,226
+77
+7% +$17.3K ﹤0.01% 2583
2025
Q1 		$232K Buy
+1,149
New +$278K ﹤0.01% 2657
2024
Q4 		– Sell
-741
Closed -$240K – 3948
2024
Q3 		$240K Buy
+741
New +$236K ﹤0.01% 2919
2021
Q4 		– Sell
-21,605
Closed -$1.4M – 3885
2021
Q3 		$1.4M Sell
21,605
-1,104
-5% -$69.7K ﹤0.01% 2288
2021
Q2 		$1.35M Buy
22,709
+6,161
+37% +$335K ﹤0.01% 2298
2021
Q1 		$828K Sell
16,548
-5,486
-25% -$268K ﹤0.01% 2333
2020
Q4 		$1.11M Buy
22,034
+598
+3% +$26.1K ﹤0.01% 2175
2020
Q3 		$863K Sell
21,436
-1,869
-8% -$80.8K ﹤0.01% 2049
2020
Q2 		$1.01M Buy
23,305
+1,495
+7% +$63.9K ﹤0.01% 1918
2020
Q1 		$785K Buy
21,810
+611
+3% +$28.1K ﹤0.01% 1796
2019
Q4 		$1.05M Buy
21,199
+20,607
+3,481% +$900K ﹤0.01% 2244
2019
Q3 		$23K Buy
592
+41
+7% +$1.69K ﹤0.01% 4019
2019
Q2 		$23K Buy
+551
New +$20.9K ﹤0.01% 4105
2019
Q1 		– Sell
-88
Closed -$3K – 4758
2018
Q4 		$3K Buy
88
+43
+96% +$1.47K ﹤0.01% 4290
2018
Q3 		$2K Sell
45
-2
-4% -$69 ﹤0.01% 4400
2018
Q2 		$1K Buy
+47
New +$1.48K ﹤0.01% 4594
2018
Q1 		– Sell
-3,534
Closed -$98K – 4339
2017
Q4 		$98K Hold
3,534
– – ﹤0.01% 3010
2017
Q3 		$100K Buy
+3,534
New +$97.7K ﹤0.01% 2979
2014
Q3 		– Sell
-150
Closed -$4K – 4408
2014
Q2 		$4K Buy
+150
New +$3.74K ﹤0.01% 4283

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Bank of Montreal sold out of UFP Technologies (UFPT) in Q3 2025, closing a stake of 1,226 shares — an estimated $299K sold.

Bank of Montreal first reported a position in UFPT in Q2 2014 and held it in 19 quarters. The position peaked at $1.4M in Q3 2021. 275 funds tracked by Wall St. Rank hold UFPT as of Q3 2025.

  • Bank of Montreal reported no remaining UFP Technologies position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 1,226 UFP Technologies shares in Q3 2025, an estimated $299K.
  • Bank of Montreal first reported a position in UFP Technologies in Q2 2014 and held it in 19 quarters.
  • Bank of Montreal's UFP Technologies position peaked at $1.4M in Q3 2021.
  • 275 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2025.

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