BANK OF MONTREAL /CAN/

Bank

Position in AMG — Affiliated Managers Group, Inc.

CIK 927971 TORONTO, A6

Back to AMG Full portfolio

Position in AMG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,559,572

+$1,096,680 QoQ

Shares Held

16,429

+1.9% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#125

of 562 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Common Shares in AMG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $4,313,051,484 across 66 Asset Management names. AMG ranks #25 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	56,708,514	$2,415,215,607
2	BAM	Brookfield Asset Management Ltd.	10,754,386	$482,334,208
3	EQH	Equitable Holdings, Inc.	4,841,762	$212,456,513
4	BLK	BlackRock, Inc.	179,573	$172,670,210
5	STT	State Street Corp	961,717	$163,107,200
6	APO	Apollo Global Management, Inc.	1,309,224	$154,894,288
7	BX	Blackstone Inc.	1,012,727	$119,167,581
8	TROW	Price T Rowe Group Inc	985,728	$112,067,414

All Filings in AMG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,559,572	16,429	+1.9%	Shares	Defined	2026-08-12
2026-03-31	$4,462,892	16,129	+3.1%	Shares	Defined	2026-05-13
2025-12-31	$4,508,698	15,640	+6.7%	Shares	Defined	2026-02-12
2025-09-30	$3,496,097	14,663	-6.1%	Shares	Defined	2025-11-13
2025-06-30	$3,072,168	15,613	-14.9%	Shares	Defined	2025-08-05
2025-03-31	$3,083,348	18,350	+2.9%	Shares	Defined	2025-05-13
2024-12-31	$3,297,304	17,831	-74.7%	Shares	Defined	2025-02-13
2024-09-30	$12,527,252	70,457	+328.2%	Shares	Defined	2024-11-13
2024-06-30	$2,570,607	16,454	+30.7%	Shares	Defined	2024-08-14
2024-03-31	$2,107,943	12,587	-18.1%	Shares	Defined	2024-05-13
2023-12-31	$2,327,626	15,372	+1.5%	Shares	Defined	2024-02-08
2023-09-30	$1,973,345	15,140	+30.1%	Shares	Defined	2023-11-01
2023-06-30	$1,743,968	11,635	-42.3%	Shares	Defined	2023-08-02
2023-03-31	$2,870,758	20,157	+92.7%	Shares	Defined	2024-06-13
2022-12-31	$1,656,858	10,458	+52.1%	Shares	Defined	2023-02-01
2022-09-30	$769,078	6,876	-49.5%	Shares	Defined	2022-11-10
2022-06-30	$1,586,574	13,607	+60.4%	Shares	Defined	2022-08-11
2022-03-31	$1,195,817	8,484	+88.9%	Shares	Defined	2022-05-12
2021-12-31	$738,976	4,492	-85.2%	Shares	Defined	2022-02-11
2021-09-30	$4,585,276	30,348	+246.1%	Shares	Defined	2021-11-12
2021-06-30	$1,352,111	8,768	+4.8%	Shares	Defined	2021-08-12
2021-03-31	$1,247,379	8,370	-62.5%	Shares	Defined	2021-05-13
2020-12-31	$2,268,213	22,303	+0.9%	Shares	Defined	2021-02-12
2020-09-30	$1,511,743	22,108	-6.6%	Shares	Defined	2020-11-12
2020-06-30	$1,764,908	23,671	-22.4%	Shares	Defined	2020-08-12
2020-03-31	$1,804,181	30,507	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.