1832 Asset Management
BMO icon

1832 Asset Management’s Bank of Montreal BMO Stock Holding History

1832 Asset Management’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
Q1 		$54.5M Buy
403,000
+333,000
+476% +$46.3M 0.05% 222
2025
Q4 		$9.09M Sell
70,000
-100,000
-59% -$12.7M 0.01% 371
2025
Q3 		$22.1M Buy
+170,000
New +$20.1M 0.02% 256

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1832 Asset Management's BMO Position: Q1 2026 in Review

1832 Asset Management reduced its Bank of Montreal (BMO) stake by 7.8% in Q1 2026, selling an estimated $114M and leaving 9,599,929 shares worth $1.3B. The position accounts for 1.19% of the portfolio, ranked #13.

1832 Asset Management first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.35B in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • 1832 Asset Management held 9,599,929 shares of Bank of Montreal worth $1.3B as of Q1 2026.
  • 1832 Asset Management sold 817,314 Bank of Montreal shares in Q1 2026, an estimated $114M.
  • Bank of Montreal made up 1.19% of 1832 Asset Management's portfolio in Q1 2026, its #13 holding.
  • 1832 Asset Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • 1832 Asset Management's Bank of Montreal position peaked at $1.35B in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.