Bank of Montreal
V icon

Bank of Montreal’s Visa V Stock Holding History

Bank of Montreal’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.86B Buy
6,151,733
+1,735,713
+39% +$558M 0.69% 29
2025
Q4 		$1.55B Sell
4,416,020
-718,889
-14% -$245M 0.54% 37
2025
Q3 		$1.75B Buy
5,134,909
+255,028
+5% +$88.3M 0.67% 29
2025
Q2 		$1.73B Sell
4,879,881
-369,494
-7% -$129M 0.81% 23
2025
Q1 		$1.84B Sell
5,249,375
-16,264
-0.3% -$5.5M 0.89% 24
2024
Q4 		$1.66B Buy
5,265,639
+5,252
+0.1% +$1.58M 0.78% 24
2024
Q3 		$1.45B Buy
5,260,387
+64,442
+1% +$17.4M 0.64% 33
2024
Q2 		$1.44B Sell
5,195,945
-81,819
-2% -$22.4M 0.42% 33
2024
Q1 		$1.48B Buy
5,277,764
+310,829
+6% +$85.8M 0.45% 29
2023
Q4 		$1.3B Buy
4,966,935
+353,686
+8% +$87.2M 0.39% 32
2023
Q3 		$1.14B Sell
4,613,249
-295,179
-6% -$71M 0.4% 33
2023
Q2 		$1.17B Sell
4,908,428
-21,419
-0.4% -$4.9M 0.4% 31
2023
Q1 		$1.12B Sell
4,929,847
-198,608
-4% -$44.2M 0.45% 31
2022
Q4 		$1.13B Sell
5,128,455
-75,713
-1% -$15.3M 0.49% 26
2022
Q3 		$1.14M Buy
5,204,168
+31,736
+0.6% +$6.46M 0.49% 31
2022
Q2 		$1.15M Sell
5,172,432
-1,661,858
-24% -$343M 0.53% 31
2022
Q1 		$1.53B Sell
6,834,290
-2,559,505
-27% -$554M 0.74% 28
2021
Q4 		$2.09B Buy
9,393,795
+2,060,159
+28% +$442M 1.11% 17
2021
Q3 		$1.66B Buy
7,333,636
+585,289
+9% +$137M 0.76% 21
2021
Q2 		$1.6B Buy
6,748,347
+1,768,002
+35% +$404M 0.8% 21
2021
Q1 		$1.1B Sell
4,980,345
-278,753
-5% -$58.7M 0.72% 28
2020
Q4 		$1.12B Buy
5,259,098
+836,195
+19% +$171M 0.74% 27
2020
Q3 		$887M Sell
4,422,903
-708,872
-14% -$142M 0.74% 28
2020
Q2 		$986M Sell
5,131,775
-173,197
-3% -$31.6M 0.9% 20
2020
Q1 		$835M Sell
5,304,972
-1,572,057
-23% -$296M 0.96% 17
2019
Q4 		$1.29B Buy
6,877,029
+1,403,677
+26% +$253M 0.97% 18
2019
Q3 		$941M Sell
5,473,352
-91,071
-2% -$16.2M 0.81% 23
2019
Q2 		$966M Buy
5,564,423
+494,762
+10% +$81M 0.81% 22
2019
Q1 		$792M Sell
5,069,661
-150,726
-3% -$21.7M 0.68% 25
2018
Q4 		$689M Sell
5,220,387
-738,308
-12% -$102M 0.65% 25
2018
Q3 		$894M Buy
5,958,695
+469,697
+9% +$66.8M 0.7% 25
2018
Q2 		$727M Sell
5,488,998
-879,440
-14% -$113M 0.6% 31
2018
Q1 		$762M Buy
6,368,438
+1,940,759
+44% +$235M 0.68% 28
2017
Q4 		$505M Buy
4,427,679
+904,773
+26% +$99.9M 0.44% 44
2017
Q3 		$371M Buy
3,522,906
+218,796
+7% +$22.2M 0.34% 58
2017
Q2 		$310M Sell
3,304,110
-241,910
-7% -$22.5M 0.3% 67
2017
Q1 		$315M Sell
3,546,020
-273,798
-7% -$23.6M 0.3% 72
2016
Q4 		$295M Buy
3,819,818
+86,683
+2% +$6.97M 0.31% 63
2016
Q3 		$309M Buy
3,733,135
+198,487
+6% +$15.9M 0.34% 53
2016
Q2 		$262M Buy
3,534,648
+104,360
+3% +$8.17M 0.3% 65
2016
Q1 		$262M Buy
3,430,288
+155,916
+5% +$11.3M 0.28% 62
2015
Q4 		$254M Sell
3,274,372
-253,569
-7% -$19.6M 0.3% 63
2015
Q3 		$246M Buy
3,527,941
+367,644
+12% +$26.2M 0.34% 59
2015
Q2 		$212M Buy
3,160,297
+18,055
+0.6% +$1.22M 0.25% 88
2015
Q1 		$206M Sell
3,142,242
-276,654
-8% -$18.3M 0.24% 92
2014
Q4 		$224M Sell
3,418,896
-239,268
-7% -$14.4M 0.25% 82
2014
Q3 		$195M Sell
3,658,164
-28,420
-0.8% -$1.53M 0.22% 93
2014
Q2 		$194M Buy
3,686,584
+1,071,160
+41% +$56M 0.22% 91
2014
Q1 		$141M Buy
2,615,424
+321,796
+14% +$17.9M 0.18% 108
2013
Q4 		$128M Buy
2,293,628
+230,568
+11% +$11.6M 0.17% 118
2013
Q3 		$98.6M Buy
2,063,060
+620,684
+43% +$28.7M 0.15% 122
2013
Q2 		$65.9M Buy
+1,442,376
New +$63.1M 0.12% 159

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of Montreal increased its Visa (V) stake by 39% in Q1 2026, buying an estimated $558M and bringing the position to 6,151,733 shares worth $1.86B. The position accounts for 0.69% of the portfolio, ranked #29.

Bank of Montreal first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.09B in Q4 2021. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Bank of Montreal held 6,151,733 shares of Visa worth $1.86B as of Q1 2026.
  • Bank of Montreal bought 1,735,713 Visa shares in Q1 2026, an estimated $558M.
  • Visa made up 0.69% of Bank of Montreal's portfolio in Q1 2026, its #29 holding.
  • Bank of Montreal first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Visa position peaked at $2.09B in Q4 2021.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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