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Disclosery

BANK OF MONTREAL /CAN/: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on MA, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 2,117,873 MA 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 2,117,873 shares
    Change vs previous 13F +207,693 shares

    0.4% of the 13F portfolio, value $1,087,739,594.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,910,180 shares
    Change vs previous 13F -166,501 shares

    0.4% of the 13F portfolio, value $954,440,895.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,076,681 shares
    Change vs previous 13F +313,420 shares

    0.47% of the 13F portfolio, value $1,185,535,653.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,763,261 shares
    Change vs previous 13F -32,399 shares

    0.41% of the 13F portfolio, value $1,002,960,585.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,795,660 shares
    Change vs previous 13F -1,400,928 shares

    0.51% of the 13F portfolio, value $1,009,053,264.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,196,588 shares
    Change vs previous 13F +728,893 shares

    0.91% of the 13F portfolio, value $1,752,113,550.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,467,695 shares
    Change vs previous 13F -3,298,019 shares

    0.65% of the 13F portfolio, value $1,299,414,112.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,765,714 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,846,187,173.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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