BANK OF MONTREAL /CAN/: B position timeline

BANK OF MONTREAL /CAN/ held 35,751,217 B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 35,751,217 shares

   Change vs previous 13F +1,980,250 shares

   0.49% of the 13F portfolio, value $1,313,279,375.

   13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 33,770,967 shares

   Change vs previous 13F +9,474,484 shares

   0.58% of the 13F portfolio, value $1,380,379,028.

   13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 24,296,483 shares

   Change vs previous 13F +6,181,757 shares

   0.42% of the 13F portfolio, value $1,058,406,880.

   13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 18,114,726 shares

   Change vs previous 13F +427,349 shares

   0.24% of the 13F portfolio, value $594,841,055.

   13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 17,687,377 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $368,465,900.

   13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).