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Disclosery

BANK OF MONTREAL /CAN/: SU position timeline

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

BANK OF MONTREAL /CAN/ held 42,583,631 SU 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 42,583,631 shares
    Change vs previous 13F +6,108,073 shares

    0.85% of the 13F portfolio, value $2,288,649,075.

    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 36,475,558 shares
    Change vs previous 13F -38,070 shares

    1.01% of the 13F portfolio, value $2,413,022,458.

    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 36,513,628 shares
    Change vs previous 13F +3,955,262 shares

    0.64% of the 13F portfolio, value $1,620,673,650.

    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 32,558,366 shares
    Change vs previous 13F +7,639,360 shares

    0.56% of the 13F portfolio, value $1,362,203,293.

    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 24,919,006 shares
    Change vs previous 13F +498,472 shares

    0.47% of the 13F portfolio, value $934,042,934.

    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 24,420,534 shares
    Change vs previous 13F +1,915,036 shares

    0.49% of the 13F portfolio, value $945,720,517.

    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 22,505,498 shares
    Change vs previous 13F -5,128,094 shares

    0.4% of the 13F portfolio, value $802,303,557.

    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 27,633,592 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,016,993,922.

    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).