Bank of Montreal
XYZ

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
Q1 		$1.41M Sell
23,500
-116,700
-83% -$7.1M ﹤0.01% 1854
2025
Q4 		$9.13M Sell
140,200
-38,900
-22% -$2.68M ﹤0.01% 1148
2025
Q3 		$12.9M Sell
179,100
-347,100
-66% -$26M 0.01% 941
2025
Q2 		$35.7M Buy
526,200
+443,800
+539% +$25.8M 0.02% 540
2025
Q1 		$4.48M Buy
+82,400
New +$6.15M ﹤0.01% 1200
2023
Q4 		– Sell
-30,400
Closed -$1.71M – 4348
2023
Q3 		$1.71M Sell
30,400
-19,600
-39% -$1.21M ﹤0.01% 1785
2023
Q2 		$3.34M Buy
+50,000
New +$3.12M ﹤0.01% 1537
2023
Q1 		– Sell
-200
Closed -$12.6K – 4275
2022
Q4 		$12.6K Sell
200
-551,200
-100% -$34M ﹤0.01% 3752
2022
Q3 		$31.9K Sell
551,400
-106,000
-16% -$7.51M 0.01% 517
2022
Q2 		$45.4K Sell
657,400
-3,632,100
-85% -$332M 0.02% 453
2022
Q1 		$601M Buy
4,289,500
+4,131,400
+2,613% +$500M 0.29% 75
2021
Q4 		$26.2M Sell
158,100
-667,900
-81% -$145M 0.01% 654
2021
Q3 		$200M Buy
+826,000
New +$212M 0.09% 193
2020
Q1 		– Sell
-120,200
Closed -$7.52M – 4811
2019
Q4 		$7.52M Hold
120,200
– – 0.01% 1131
2019
Q3 		$7.45M Sell
120,200
-209,500
-64% -$14.2M 0.01% 997
2019
Q2 		$23.9M Buy
329,700
+141,500
+75% +$9.89M 0.02% 591
2019
Q1 		$14.1M Buy
+188,200
New +$13.6M 0.01% 720
2016
Q2 		– Sell
-42,500
Closed -$649K – 4360
2016
Q1 		$649K Sell
42,500
-31,300
-42% -$339K ﹤0.01% 1933
2015
Q4 		$966K Buy
+73,800
New +$909K ﹤0.01% 1735

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal's XYZ Position: Q1 2026 in Review

Bank of Montreal reduced its Block Inc (XYZ) stake by 37% in Q1 2026, selling an estimated $13.2M and leaving 363,156 shares worth $21.9M. The position accounts for 0.01% of the portfolio, ranked #811.

Bank of Montreal first reported a position in XYZ in Q4 2015 and has held it in 42 quarters since. The position peaked at $784M in Q4 2021. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Bank of Montreal held 363,156 shares of Block Inc worth $21.9M as of Q1 2026.
  • Bank of Montreal sold 216,408 Block Inc shares in Q1 2026, an estimated $13.2M.
  • Block Inc made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #811 holding.
  • Bank of Montreal first reported a position in Block Inc in Q4 2015 and has held it in 42 quarters since.
  • Bank of Montreal's Block Inc position peaked at $784M in Q4 2021.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.