Bank of Montreal
UI icon

Bank of Montreal’s Ubiquiti UI Stock Holding History

Bank of Montreal’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,100
Closed -$504K – 4864
2018
Q3 		$504K Hold
5,100
– – ﹤0.01% 2331
2018
Q2 		$432K Buy
+5,100
New +$400K ﹤0.01% 2399

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Bank of Montreal reduced its Ubiquiti (UI) stake by 89% in Q2 2026, selling an estimated $6.05M and leaving 1,028 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2412.

Bank of Montreal first reported a position in UI in Q4 2013 and has held it in 47 quarters since. The position peaked at $16.5M in Q1 2015. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Bank of Montreal held 1,028 shares of Ubiquiti worth $549K as of Q2 2026.
  • Bank of Montreal sold 8,013 Ubiquiti shares in Q2 2026, an estimated $6.05M.
  • Ubiquiti made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2412 holding.
  • Bank of Montreal first reported a position in Ubiquiti in Q4 2013 and has held it in 47 quarters since.
  • Bank of Montreal's Ubiquiti position peaked at $16.5M in Q1 2015.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

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