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
2019
Q1 		– Sell
-18,800
Closed -$1.87M – 4759
2018
Q4 		$1.87M Hold
18,800
– – ﹤0.01% 1557
2018
Q3 		$1.86M Hold
18,800
– – ﹤0.01% 1708
2018
Q2 		$1.59M Sell
18,800
-4,900
-21% -$384K ﹤0.01% 1759
2018
Q1 		$1.63M Sell
23,700
-23,300
-50% -$1.66M ﹤0.01% 1658
2017
Q4 		$3.34M Buy
47,000
+10,000
+27% +$640K ﹤0.01% 1323
2017
Q3 		$2.07M Hold
37,000
– – ﹤0.01% 1597
2017
Q2 		$1.92M Buy
+37,000
New +$1.83M ﹤0.01% 1645

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal's UI Position: Q1 2026 in Review

Bank of Montreal increased its Ubiquiti (UI) stake by 1,347% in Q1 2026, buying an estimated $5.71M and bringing the position to 9,041 shares worth $7.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Bank of Montreal first reported a position in UI in Q4 2013 and has held it in 46 quarters since. The position peaked at $16.5M in Q1 2015. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Bank of Montreal held 9,041 shares of Ubiquiti worth $7.15M as of Q1 2026.
  • Bank of Montreal bought 8,416 Ubiquiti shares in Q1 2026, an estimated $5.71M.
  • Ubiquiti made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1198 holding.
  • Bank of Montreal first reported a position in Ubiquiti in Q4 2013 and has held it in 46 quarters since.
  • Bank of Montreal's Ubiquiti position peaked at $16.5M in Q1 2015.
  • 385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.