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Disclosery

BANK OF MONTREAL /CAN/: SSNC position timeline

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

BANK OF MONTREAL /CAN/ held 4,762,252 SSNC 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 4,762,252 shares
    Change vs previous 13F -243,001 shares

    0.11% of the 13F portfolio, value $295,497,736.

    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 5,005,253 shares
    Change vs previous 13F -120,937 shares

    0.14% of the 13F portfolio, value $338,204,945.

    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 5,126,190 shares
    Change vs previous 13F +5,012,893 shares

    0.18% of the 13F portfolio, value $448,131,530.

    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 113,297 shares
    Change vs previous 13F -127,447 shares

    <0.01% of the 13F portfolio, value $10,056,242.

    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 240,744 shares
    Change vs previous 13F +126,598 shares

    0.01% of the 13F portfolio, value $19,933,603.

    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 114,146 shares
    Change vs previous 13F -801 shares

    <0.01% of the 13F portfolio, value $9,534,615.

    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 114,947 shares
    Change vs previous 13F +3,450 shares

    <0.01% of the 13F portfolio, value $8,710,684.

    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 111,497 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,241,859.

    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).