111 Capital’s Bank of Montreal BMO Stock Holding History

111 Capital’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,288	Closed	-$445K	–	504
2026 Q1	$445K	Buy	+3,288	New	+$457K	0.11%	182
2025 Q3	–	Sell	-13,831	Closed	-$1.53M	–	484
2025 Q2	$1.53M	Sell	13,831 -10,310	-43%	-$1.04M	0.26%	86
2025 Q1	$2.31M	Buy	+24,141	New	+$2.39M	0.45%	41

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

111 Capital's BMO Position: Q2 2026 in Review

111 Capital sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 3,288 shares — an estimated $445K sold.

111 Capital first reported a position in BMO in Q1 2025 and held it in 3 quarters. The position peaked at $2.31M in Q1 2025. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

111 Capital reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
111 Capital sold 3,288 Bank of Montreal shares in Q2 2026, an estimated $445K.
111 Capital first reported a position in Bank of Montreal in Q1 2025 and held it in 3 quarters.
111 Capital's Bank of Montreal position peaked at $2.31M in Q1 2025.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on 111 Capital's 13F filing for Q2 2026, filed 5 Aug 2026.