BANK OF MONTREAL /CAN/
BankPosition in VCTR — Victory Capital Holdings, Inc.
CIK 927971
TORONTO, A6
Position in VCTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,351,385
-$28,305 QoQ
Shares Held
35,910
-4.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 95.9732664995823.ToString("F0")%
Shared 0.ToString("F0")%
None 4.026733500417711.ToString("F0")%
Common Shares in VCTR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $3,898,927,616 across 63 Asset Management names. VCTR ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
54,786,930 | $2,217,227,052 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
|
10,513,011 | $467,303,334 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
4,905,475 | $182,042,174 | |
| 4 | BLK |
BlackRock, Inc.
|
174,002 | $167,339,459 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,121,964 | $125,009,223 | |
| 6 | STT |
State Street Corp
|
956,904 | $121,105,766 | |
| 7 | BX |
Blackstone Inc.
|
900,569 | $103,556,424 | |
| 8 | TROW |
Price T Rowe Group Inc
|
923,661 | $83,258,798 |
All Filings in VCTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,351,385 | 35,910 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,379,690 | 37,719 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,581,056 | 70,739 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,466,832 | 70,156 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $7,231,898 | 124,968 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,434,520 | 128,850 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,407,296 | 43,453 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $542,881 | 11,374 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,576,104 | 37,146 | Shares | Defined | 2024-05-13 | |
| 2022-03-31 | $995,986 | 34,499 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $948,464 | 25,964 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||