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Disclosery

BANK OF MONTREAL /CAN/: MCO position timeline

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

BANK OF MONTREAL /CAN/ held 177,221 MCO 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 177,221 shares
    Change vs previous 13F +21,535 shares

    0.03% of the 13F portfolio, value $80,266,936.

    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 155,686 shares
    Change vs previous 13F -528 shares

    0.03% of the 13F portfolio, value $67,918,017.

    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 156,214 shares
    Change vs previous 13F +14,990 shares

    0.03% of the 13F portfolio, value $79,801,922.

    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 141,224 shares
    Change vs previous 13F +9,473 shares

    0.03% of the 13F portfolio, value $67,290,412.

    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 131,751 shares
    Change vs previous 13F -37,181 shares

    0.03% of the 13F portfolio, value $66,084,985.

    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 168,932 shares
    Change vs previous 13F -22,110 shares

    0.04% of the 13F portfolio, value $78,669,944.

    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 191,042 shares
    Change vs previous 13F -25,938 shares

    0.04% of the 13F portfolio, value $90,433,553.

    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 216,980 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $102,737,860.

    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).