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 Q2	$53.5M	Sell	303,000 -100,000	-25%	-$15.7M	0.03%	235
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 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

Norges Bank Oslo, Norway $1T AUM

1832 Asset Management's BMO Position: Q2 2026 in Review

1832 Asset Management reduced its Bank of Montreal (BMO) stake by 3.1% in Q2 2026, selling an estimated $46.5M and leaving 9,303,809 shares worth $1.64B. The position accounts for 0.82% of the portfolio, ranked #10.

1832 Asset Management first reported a position in BMO in Q2 2013 and has held it in 53 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

1832 Asset Management held 9,303,809 shares of Bank of Montreal worth $1.64B as of Q2 2026.
1832 Asset Management sold 296,120 Bank of Montreal shares in Q2 2026, an estimated $46.5M.
Bank of Montreal made up 0.82% of 1832 Asset Management's portfolio in Q2 2026, its #10 holding.
1832 Asset Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 53 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.