Bank of Montreal
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Bank of Montreal’s Yelp YELP Stock Holding History

Bank of Montreal’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-15,000
Closed -$645K – 4194
2015
Q2 		$645K Buy
+15,000
New +$696K ﹤0.01% 1845

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Bank of Montreal sold out of Yelp (YELP) in Q1 2026, closing a stake of 6,653 shares — an estimated $202K sold.

Bank of Montreal first reported a position in YELP in Q2 2013 and held it in 50 quarters. The position peaked at $18M in Q3 2021. 308 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • Bank of Montreal reported no remaining Yelp position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 6,653 Yelp shares in Q1 2026, an estimated $202K.
  • Bank of Montreal first reported a position in Yelp in Q2 2013 and held it in 50 quarters.
  • Bank of Montreal's Yelp position peaked at $18M in Q3 2021.
  • 308 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

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