Bank of Montreal
X

Bank of Montreal’s US Steel X Stock Holding History

Bank of Montreal’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-209,219
Closed -$8.84M – 3782
2025
Q1 		$8.84M Sell
209,219
-280,987
-57% -$10.6M ﹤0.01% 985
2024
Q4 		$16.7M Buy
490,206
+427,003
+676% +$15.8M 0.01% 810
2024
Q3 		$2.25M Buy
63,203
+9,112
+17% +$347K ﹤0.01% 1646
2024
Q2 		$2.09M Sell
54,091
-216,429
-80% -$8.26M ﹤0.01% 1642
2024
Q1 		$11M Buy
270,520
+173,946
+180% +$7.96M ﹤0.01% 938
2023
Q4 		$4.71M Buy
96,574
+54,361
+129% +$1.98M ﹤0.01% 1307
2023
Q3 		$1.34M Sell
42,213
-1,182,141
-97% -$33.2M ﹤0.01% 1905
2023
Q2 		$30.6M Buy
1,224,354
+1,174,921
+2,377% +$27.3M 0.01% 576
2023
Q1 		$1.3M Sell
49,433
-106,011
-68% -$2.95M ﹤0.01% 1893
2022
Q4 		$4.01M Buy
155,444
+11,864
+8% +$274K ﹤0.01% 1416
2022
Q3 		$3.52K Sell
143,580
-209,925
-59% -$4.49M ﹤0.01% 1535
2022
Q2 		$8.68K Buy
353,505
+29,723
+9% +$813K ﹤0.01% 1124
2022
Q1 		$12M Buy
323,782
+157,675
+95% +$4.27M 0.01% 1066
2021
Q4 		$3.86M Sell
166,107
-73,632
-31% -$1.74M ﹤0.01% 1331
2021
Q3 		$6.01M Sell
239,739
-528,940
-69% -$13.2M ﹤0.01% 1544
2021
Q2 		$18M Buy
768,679
+732,984
+2,053% +$18M 0.01% 957
2021
Q1 		$811K Sell
35,695
-95,302
-73% -$1.88M ﹤0.01% 2352
2020
Q4 		$2.98M Buy
130,997
+13,973
+12% +$174K ﹤0.01% 1638
2020
Q3 		$898K Sell
117,024
-132,589
-53% -$1M ﹤0.01% 2031
2020
Q2 		$1.68M Buy
249,613
+191,761
+331% +$1.5M ﹤0.01% 1714
2020
Q1 		$355K Sell
57,852
-221,272
-79% -$1.85M ﹤0.01% 2122
2019
Q4 		$3.19M Buy
279,124
+142,467
+104% +$1.77M ﹤0.01% 1616
2019
Q3 		$1.58M Buy
136,657
+4,026
+3% +$51.9K ﹤0.01% 1842
2019
Q2 		$2.03M Buy
132,631
+14,689
+12% +$226K ﹤0.01% 1683
2019
Q1 		$2.3M Buy
117,942
+79,262
+205% +$1.69M ﹤0.01% 1594
2018
Q4 		$706K Buy
38,680
+25,930
+203% +$649K ﹤0.01% 2032
2018
Q3 		$388K Sell
12,750
-5,723
-31% -$185K ﹤0.01% 2431
2018
Q2 		$642K Buy
18,473
+3,092
+20% +$111K ﹤0.01% 2212
2018
Q1 		$542K Buy
15,381
+5,101
+50% +$201K ﹤0.01% 2189
2017
Q4 		$362K Sell
10,280
-224
-2% -$6.51K ﹤0.01% 2430
2017
Q3 		$269K Sell
10,504
-79,050
-88% -$1.93M ﹤0.01% 2539
2017
Q2 		$1.98M Sell
89,554
-71,522
-44% -$1.7M ﹤0.01% 1627
2017
Q1 		$5.45M Sell
161,076
-369
-0.2% -$13.1K 0.01% 1033
2016
Q4 		$5.22M Sell
161,445
-21,180
-12% -$566K 0.01% 1066
2016
Q3 		$3.44M Sell
182,625
-46,692
-20% -$964K ﹤0.01% 1254
2016
Q2 		$3.87M Buy
229,317
+170,871
+292% +$2.87M ﹤0.01% 1198
2016
Q1 		$938K Sell
58,446
-53,901
-48% -$537K ﹤0.01% 1783
2015
Q4 		$897K Sell
112,347
-316,001
-74% -$3.11M ﹤0.01% 1760
2015
Q3 		$4.46M Buy
428,348
+24,822
+6% +$415K 0.01% 995
2015
Q2 		$8.32M Buy
403,526
+67,915
+20% +$1.67M 0.01% 893
2015
Q1 		$8.19M Buy
335,611
+148,553
+79% +$3.53M 0.01% 877
2014
Q4 		$5M Sell
187,058
-3,165
-2% -$106K 0.01% 1041
2014
Q3 		$7.45M Sell
190,223
-34,211
-15% -$1.2M 0.01% 932
2014
Q2 		$5.84M Sell
224,434
-35,898
-14% -$917K 0.01% 1028
2014
Q1 		$7.19M Buy
260,332
+14,041
+6% +$368K 0.01% 794
2013
Q4 		$7.26M Sell
246,291
-1,237
-0.5% -$31.9K 0.01% 704
2013
Q3 		$5.1M Buy
247,528
+153,844
+164% +$2.9M 0.01% 775
2013
Q2 		$1.64M Buy
+93,684
New +$1.66M ﹤0.01% 1185

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Montreal's X Position: Q2 2025 in Review

Bank of Montreal sold out of US Steel (X) in Q2 2025, closing a stake of 209,219 shares — an estimated $8.84M sold.

Bank of Montreal first reported a position in X in Q2 2013 and held it in 48 quarters. The position peaked at $30.6M in Q2 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Bank of Montreal reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 209,219 US Steel shares in Q2 2025, an estimated $8.84M.
  • Bank of Montreal first reported a position in US Steel in Q2 2013 and held it in 48 quarters.
  • Bank of Montreal's US Steel position peaked at $30.6M in Q2 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.