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
2022
Q3 		– Sell
-115,000
Closed -$2.82K – 4454
2022
Q2 		$2.82K Buy
115,000
+15,000
+15% +$410K ﹤0.01% 1721
2022
Q1 		$3.71M Buy
+100,000
New +$2.71M ﹤0.01% 1617
2016
Q2 		– Sell
-906,000
Closed -$14.5M – 4345
2016
Q1 		$14.5M Buy
+906,000
New +$9.03M 0.02% 602
2015
Q1 		– Sell
-78,100
Closed -$2.09M – 4216
2014
Q4 		$2.09M Sell
78,100
-549,400
-88% -$18.3M ﹤0.01% 1393
2014
Q3 		$24.6M Buy
627,500
+281,500
+81% +$9.87M 0.03% 428
2014
Q2 		$9.01M Sell
346,000
-174,000
-33% -$4.45M 0.01% 853
2014
Q1 		$14.4M Buy
520,000
+510,000
+5,100% +$13.4M 0.02% 532
2013
Q4 		$295K Sell
10,000
-20,000
-67% -$515K ﹤0.01% 2065
2013
Q3 		$618K Buy
+30,000
New +$565K ﹤0.01% 1703

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.