Bank of Montreal
XP icon

Bank of Montreal’s XP XP Stock Holding History

Bank of Montreal’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.2M Buy
1,980,045
+168,062
+9% +$3M 0.01% 744
2026
Q1 		$34.5M Buy
1,811,983
+521,362
+40% +$10.1M 0.01% 652
2025
Q4 		$21.1M Buy
+1,290,621
New +$22.7M 0.01% 841
2024
Q3 		– Sell
-2,228,957
Closed -$42.8M – 4297
2024
Q2 		$42.8M Buy
2,228,957
+2,087,591
+1,477% +$43.1M 0.01% 525
2024
Q1 		$3.63M Buy
141,366
+104,082
+279% +$2.61M ﹤0.01% 1352
2023
Q4 		$1M Sell
37,284
-1,891
-5% -$43.2K ﹤0.01% 2042
2023
Q3 		$1.04M Buy
39,175
+1,764
+5% +$44.2K ﹤0.01% 2047
2023
Q2 		$880K Sell
37,411
-5,133
-12% -$87.1K ﹤0.01% 2254
2023
Q1 		$522K Buy
42,544
+7,181
+20% +$102K ﹤0.01% 2434
2022
Q4 		$543K Sell
35,363
-7,569
-18% -$132K ﹤0.01% 2562
2022
Q3 		$825K Sell
42,932
-802,293
-95% -$15.9M ﹤0.01% 2297
2022
Q2 		$16.6M Buy
845,225
+794,485
+1,566% +$18.3M 0.01% 826
2022
Q1 		$1.59M Buy
50,740
+39,799
+364% +$1.24M ﹤0.01% 2056
2021
Q4 		$313K Buy
+10,941
New +$356K ﹤0.01% 2695

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal's XP Position: Q2 2026 in Review

Bank of Montreal increased its XP (XP) stake by 9.3% in Q2 2026, buying an estimated $3M and bringing the position to 1,980,045 shares worth $32.2M. The position accounts for 0.01% of the portfolio, ranked #744.

Bank of Montreal first reported a position in XP in Q4 2021 and has held it in 14 quarters since. The position peaked at $42.8M in Q2 2024. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Bank of Montreal held 1,980,045 shares of XP worth $32.2M as of Q2 2026.
  • Bank of Montreal bought 168,062 XP shares in Q2 2026, an estimated $3M.
  • XP made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #744 holding.
  • Bank of Montreal first reported a position in XP in Q4 2021 and has held it in 14 quarters since.
  • Bank of Montreal's XP position peaked at $42.8M in Q2 2024.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.