Bank of Montreal’s Block Inc XYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Hold	3,300	–	–	﹤0.01%	2871
2026 Q1	$199K	Buy	3,300 +3,100	+1,550%	+$188K	﹤0.01%	2927
2025 Q4	$13K	Hold	200	–	–	﹤0.01%	3398
2025 Q3	$14.5K	Sell	200 -1,000	-83%	-$74.9K	﹤0.01%	3322
2025 Q2	$81.5K	Sell	1,200 -148,800	-99%	-$8.66M	﹤0.01%	3039
2025 Q1	$8.15M	Buy	+150,000	New	+$11.2M	﹤0.01%	1011
2023 Q4	–	Sell	-37,900	Closed	-$2.14M	–	4347
2023 Q3	$2.14M	Buy	37,900 +12,900	+52%	+$799K	﹤0.01%	1666
2023 Q2	$1.67M	Sell	25,000 -75,000	-75%	-$4.69M	﹤0.01%	1903
2023 Q1	$7.02M	Sell	100,000 -11,900	-11%	-$891K	﹤0.01%	1085
2022 Q4	$7.05M	Sell	111,900 -58,500	-34%	-$3.61M	﹤0.01%	1132
2022 Q3	$9.86K	Sell	170,400 -26,100	-13%	-$1.85M	﹤0.01%	996
2022 Q2	$13.6K	Buy	196,500 +164,200	+508%	+$15M	0.01%	921
2022 Q1	$4.53M	Buy	+32,300	New	+$3.91M	﹤0.01%	1541
2020 Q2	–	Sell	-37,500	Closed	-$1.72M	–	4874
2020 Q1	$1.72M	Hold	37,500	–	–	﹤0.01%	1491
2019 Q4	$2.35M	Sell	37,500 -56,000	-60%	-$3.58M	﹤0.01%	1790
2019 Q3	$5.79M	Sell	93,500 -51,300	-35%	-$3.48M	0.01%	1124
2019 Q2	$10.5M	Buy	144,800 +19,800	+16%	+$1.38M	0.01%	880
2019 Q1	$9.37M	Buy	+125,000	New	+$9.06M	0.01%	880
2016 Q2	–	Sell	-14,900	Closed	-$228K	–	4359
2016 Q1	$228K	Buy	+14,900	New	+$161K	﹤0.01%	2390

Other funds holding XYZ

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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. 680 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.
680 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.