Bank of Montreal’s XPO XPO Stock Holding History

Bank of Montreal’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-43,371	Closed	-$1.43M	–	5140
2020 Q3	$1.43M	Buy	+43,371	New	+$1.25M	﹤0.01%	1804
2019 Q1	–	Sell	-144,570	Closed	-$2.85M	–	4802
2018 Q4	$2.85M	Buy	+144,570	New	+$4.01M	﹤0.01%	1349
2016 Q3	–	Sell	-19,661	Closed	-$179K	–	4219
2016 Q2	$179K	Buy	+19,661	New	+$195K	﹤0.01%	2523
2015 Q4	–	Sell	-141,967	Closed	-$1.17M	–	4451
2015 Q3	$1.17M	Buy	+141,967	New	+$1.86M	﹤0.01%	1509
2014 Q4	–	Sell	-57,828	Closed	-$753K	–	4197
2014 Q3	$753K	Buy	57,828 +21,686	+60%	+$237K	﹤0.01%	1896
2014 Q2	$358K	Buy	+36,142	New	+$330K	﹤0.01%	2257

Other funds holding XPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bank of Montreal increased its XPO (XPO) stake by 0.01% in Q2 2026, buying an estimated $635 and bringing the position to 28,995 shares worth $5.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Bank of Montreal first reported a position in XPO in Q4 2013 and has held it in 50 quarters since. The position peaked at $26.7M in Q1 2019. 752 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Bank of Montreal held 28,995 shares of XPO worth $5.95M as of Q2 2026.
Bank of Montreal bought 3 XPO shares in Q2 2026, an estimated $635.
XPO made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1320 holding.
Bank of Montreal first reported a position in XPO in Q4 2013 and has held it in 50 quarters since.
Bank of Montreal's XPO position peaked at $26.7M in Q1 2019.
752 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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