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
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 – 4298
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 		$825 Sell
42,932
-802,293
-95% -$15.9M ﹤0.01% 2297
2022
Q2 		$16.6K 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 $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return