BMO β€” Bank of Montreal

Ownership history in MUFG Securities EMEA plc  Β·  10 quarters on record

AI Ownership Summary

MUFG Securities EMEA plc reported Bank of Montreal (BMO) in 10 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 2.33% in 2024 Q2. The latest visible filing shows BMO at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MUFG Securities EMEA plc's position in Bank of Montreal, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BMO was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MUFG Securities EMEA plc held BMO β€” position size vs. price
% of Fund (quarterly)    BMO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 100,000 -400,000 -80.0% 0.33% $13.0M 2025-11-14 $123.96
2024 Q3 ADDED 500,000 +25,001 +5.3% 2.19% $61.0M 2024-11-13 $90.38
2024 Q2 REDUCED 474,999 -675,201 -58.7% 2.33% $54.5M 2024-07-31 $80.57
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MUFG Securities EMEA plc and BMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MUFG Securities EMEA plc reported owning BMO?

MUFG Securities EMEA plc reported BMO across 3 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported BMO position in MUFG Securities EMEA plc's portfolio?

The largest reported portfolio weight for BMO was 2.33% in 2024 Q2.

What is the latest reported BMO position on this page?

The most recent filing on this page is 2025 Q3, when MUFG Securities EMEA plc reported 100,000 shares, equal to 0.33% of portfolio, with an estimated market value of $13.0M.

What does the chart on this BMO ownership page compare?

The chart compares MUFG Securities EMEA plc's quarterly BMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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