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 		$2.27M Buy
7,500
+5,500
+275% +$1.77M ﹤0.01% 1611
2025
Q4 		$701K Buy
+2,000
New +$681K ﹤0.01% 2155
2025
Q2 		– Sell
-12,100
Closed -$4.24M – 3761
2025
Q1 		$4.24M Buy
+12,100
New +$4.09M ﹤0.01% 1232
2024
Q3 		– Sell
-100
Closed -$27.7K – 4261
2024
Q2 		$27.7K Hold
100
– – ﹤0.01% 3540
2024
Q1 		$28.1K Hold
100
– – ﹤0.01% 3575
2023
Q4 		$26.1K Sell
100
-5,400
-98% -$1.33M ﹤0.01% 3695
2023
Q3 		$1.36M Buy
+5,500
New +$1.32M ﹤0.01% 1896
2023
Q1 		– Sell
-87,500
Closed -$19.3M – 4205
2022
Q4 		$19.3M Buy
87,500
+30,400
+53% +$6.13M 0.01% 706
2022
Q3 		$12.6K Buy
57,100
+35,200
+161% +$7.16M 0.01% 882
2022
Q2 		$4.87K Buy
21,900
+18,600
+564% +$3.84M ﹤0.01% 1449
2022
Q1 		$739K Buy
+3,300
New +$714K ﹤0.01% 2566
2019
Q2 		– Sell
-114,000
Closed -$17.8M – 5076
2019
Q1 		$17.8M Buy
+114,000
New +$16.4M 0.02% 646

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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. 4,460 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.
  • 4,460 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.