BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,733 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 62.2M | $10.1B | 3.7% | $117.47 | +35.97% | 6 qtrssince 2024-Q4 | Increased 61 |
NVIDIA CORP | 55.8M | $9.7B | 3.6% | $135.22 | +33.15% | 6 qtrssince 2024-Q4 | Increased 60 |
TORONTO-DOMINION BANK | 75.3M | $7B | 2.6% | $55.27 | +76.80% | 6 qtrssince 2024-Q4 | Increased 59 |
APPLE INC | 27.3M | $6.9B | 2.6% | $248.24 | +2.05% | 6 qtrssince 2024-Q4 | Decreased 0 |
BURFORD CAPITAL LIMITED | 7.4M | $6.9B | 2.6% | $11.42 | -25.12% | 6 qtrssince 2024-Q4 | Increased 60 |
ALPHABET INC-CL A | 19.5M | $5.6B | 2.1% | $189.88 | +59.88% | 6 qtrssince 2024-Q4 | Decreased 0 |
MICROSOFT CORP | 15M | $5.6B | 2.1% | $426.88 | -5.38% | 6 qtrssince 2024-Q4 | Increased 58 |
AMAZON.COM INC | 24.6M | $5.1B | 1.9% | $220.05 | -5.15% | 6 qtrssince 2024-Q4 | Increased 57 |
BANK OF NOVA SCOTIA | 56.1M | $3.9B | 1.4% | $53.01 | +38.58% | 6 qtrssince 2024-Q4 | Decreased 0 |
CAN IMPERIAL BK OF COMMERCE | 40.9M | $3.9B | 1.4% | $63.52 | +58.13% | 6 qtrssince 2024-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6M | $3.9B | 1.4% | $588.74 | +15.56% | 6 qtrssince 2024-Q4 | Decreased 0 |
BANK OF MONTREAL | 28M | $3.8B | 1.4% | $92.57 | +44.01% | 6 qtrssince 2024-Q4 | Decreased 0 |
TC ENERGY CORP | 54.3M | $3.4B | 1.3% | $49.14 | +31.84% | 6 qtrssince 2024-Q4 | Increased 55 |
META PLATFORMS INC-CLASS A | 5.9M | $3.4B | 1.3% | $622.48 | +5.24% | 6 qtrssince 2024-Q4 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 63.9M | $3.1B | 1.2% | $29.95 | +47.34% | 6 qtrssince 2024-Q4 | Decreased 0 |
ENBRIDGE INC | 57.2M | $3.1B | 1.2% | $41.21 | +31.83% | 6 qtrssince 2024-Q4 | Increased 52 |
BROADCOM INC | 9.9M | $3.1B | 1.1% | $236.35 | +32.78% | 6 qtrssince 2024-Q4 | Decreased 0 |
ALPHABET INC-CL C | 9.9M | $2.8B | 1.1% | $194.62 | +55.97% | 6 qtrssince 2024-Q4 | Decreased 0 |
NVIDIA CORP | 16M | $2.8B | 1.0% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.1M | $2.7B | 1.0% | — | — | — | Decreased — |
BANK OF MONTREAL /CAN/ manages $268.5B across 3733 positions as of Q1 2026. Top holdings: RY (3.7%), NVDA (3.6%), TD (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 275 new positions, 235 exits, 1319 increased. Top move: RY (INCREASED, conviction 61). Portfolio: $268.5B across 3733 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer