Bank of Montreal
VERX icon

Bank of Montreal’s Vertex VERX Stock Holding History

Bank of Montreal’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-401
Closed -$8.01K – 4035
2025
Q4 		$8.01K Sell
401
-10
-2% -$216 ﹤0.01% 3443
2025
Q3 		$10.2K Sell
411
-554
-57% -$16K ﹤0.01% 3361
2025
Q2 		$34.1K Sell
965
-97,109
-99% -$3.7M ﹤0.01% 3213
2025
Q1 		$3.43M Buy
+98,074
New +$4.48M ﹤0.01% 1319

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of Montreal sold out of Vertex (VERX) in Q1 2026, closing a stake of 401 shares — an estimated $8.01K sold.

Bank of Montreal first reported a position in VERX in Q1 2025 and held it in 4 quarters. The position peaked at $3.43M in Q1 2025. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Bank of Montreal reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 401 Vertex shares in Q1 2026, an estimated $8.01K.
  • Bank of Montreal first reported a position in Vertex in Q1 2025 and held it in 4 quarters.
  • Bank of Montreal's Vertex position peaked at $3.43M in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

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