Bank of Montreal’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31.1M Buy
409,645
+46,489
+13% +$3.27M 0.01% 747
2026
Q1
$21.9M Sell
363,156
-216,408
-37% -$13.2M 0.01% 811
2025
Q4
$37.7M Buy
579,564
+13,455
+2% +$928K 0.01% 655
2025
Q3
$40.9M Sell
566,109
-253,091
-31% -$18.9M 0.02% 562
2025
Q2
$55.6M Buy
819,200
+373,462
+84% +$21.7M 0.03% 403
2025
Q1
$24.2M Buy
445,738
+24,966
+6% +$1.86M 0.01% 639
2024
Q4
$35.8M Sell
420,772
-136,433
-24% -$11.2M 0.02% 557
2024
Q3
$37.3M Buy
557,205
+44,922
+9% +$2.9M 0.02% 559
2024
Q2
$33.7M Sell
512,283
-51,402
-9% -$3.6M 0.01% 593
2024
Q1
$47.3M Buy
563,685
+310,818
+123% +$22.5M 0.01% 454
2023
Q4
$20.2M Buy
252,867
+90,670
+56% +$5.13M 0.01% 779
2023
Q3
$9.14M Buy
162,197
+14,276
+10% +$884K ﹤0.01% 1025
2023
Q2
$9.88M Sell
147,921
-720,987
-83% -$45M ﹤0.01% 1010
2023
Q1
$61M Buy
868,908
+694,161
+397% +$52M 0.02% 331
2022
Q4
$11M Sell
174,747
-540,697
-76% -$33.4M ﹤0.01% 946
2022
Q3
$41.4K Sell
715,444
-673,284
-48% -$47.7M 0.02% 422
2022
Q2
$95.9K Sell
1,388,728
-3,576,146
-72% -$327M 0.04% 254
2022
Q1
$696M Buy
4,964,874
+226,128
+5% +$27.4M 0.34% 62
2021
Q4
$784M Buy
4,738,746
+3,599,527
+316% +$780M 0.42% 48
2021
Q3
$276M Buy
1,139,219
+965,335
+555% +$248M 0.13% 145
2021
Q2
$43.4M Buy
173,884
+29,833
+21% +$6.92M 0.02% 565
2021
Q1
$37.2M Buy
144,051
+39,223
+37% +$9.18M 0.02% 495
2020
Q4
$23.6M Buy
104,828
+9,527
+10% +$1.86M 0.02% 642
2020
Q3
$16.7M Sell
95,301
-28,717
-23% -$4.05M 0.01% 650
2020
Q2
$16M Sell
124,018
-22,592
-15% -$1.73M 0.01% 662
2020
Q1
$6.73M Sell
146,610
-69,091
-32% -$4.73M 0.01% 857
2019
Q4
$13.5M Sell
215,701
-24,379
-10% -$1.56M 0.01% 838
2019
Q3
$14.9M Sell
240,080
-12,193
-5% -$828K 0.01% 724
2019
Q2
$18.3M Sell
252,273
-38,387
-13% -$2.68M 0.02% 670
2019
Q1
$21.8M Buy
290,660
+83,606
+40% +$6.06M 0.02% 579
2018
Q4
$11.6M Buy
207,054
+27,603
+15% +$1.95M 0.01% 734
2018
Q3
$17.8M Buy
179,451
+23,326
+15% +$1.8M 0.01% 689
2018
Q2
$9.62M Buy
156,125
+4,553
+3% +$250K 0.01% 910
2018
Q1
$7.46M Sell
151,572
-3,000
-2% -$138K 0.01% 976
2017
Q4
$5.36M Buy
154,572
+19,720
+15% +$722K ﹤0.01% 1111
2017
Q3
$3.88M Buy
134,852
+93,312
+225% +$2.44M ﹤0.01% 1276
2017
Q2
$974K Buy
41,540
+40,500
+3,894% +$837K ﹤0.01% 1991
2017
Q1
$18K Hold
1,040
﹤0.01% 3413
2016
Q4
$13K Hold
1,040
﹤0.01% 3517
2016
Q3
$12K Hold
1,040
﹤0.01% 3518
2016
Q2
$9K Sell
1,040
-8,400
-89% -$95K ﹤0.01% 3613
2016
Q1
$145K Sell
9,440
-64,400
-87% -$697K ﹤0.01% 2640
2015
Q4
$967K Buy
+73,840
New +$910K ﹤0.01% 1734

Other funds holding XYZ

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

Bank of Montreal increased its Block Inc (XYZ) stake by 13% in Q2 2026, buying an estimated $3.27M and bringing the position to 409,645 shares worth $31.1M. The position accounts for 0.01% of the portfolio, ranked #747.

Bank of Montreal first reported a position in XYZ in Q4 2015 and has held it in 43 quarters since. The position peaked at $784M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Bank of Montreal held 409,645 shares of Block Inc worth $31.1M as of Q2 2026.
  • Bank of Montreal bought 46,489 Block Inc shares in Q2 2026, an estimated $3.27M.
  • Block Inc made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #747 holding.
  • Bank of Montreal first reported a position in Block Inc in Q4 2015 and has held it in 43 quarters since.
  • Bank of Montreal's Block Inc position peaked at $784M in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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