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Algert Global’s Bank of Montreal BMO Stock Holding History

Algert Global’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 		$357K Sell
2,022
-109
-5% -$17.1K ﹤0.01% 1117
2026
Q1 		$288K Buy
+2,131
New +$296K ﹤0.01% 1027
2025
Q4 		– Sell
-17,671
Closed -$2.3M – 1152
2025
Q3 		$2.3M Sell
17,671
-626
-3% -$74.1K 0.04% 646
2025
Q2 		$2.02M Sell
18,297
-712
-4% -$71.8K 0.04% 631
2025
Q1 		$1.82M Buy
19,009
+1,500
+9% +$148K 0.04% 623
2024
Q4 		$1.7M Buy
17,509
+884
+5% +$83.6K 0.04% 662
2024
Q3 		$1.5M Buy
+16,625
New +$1.42M 0.04% 653
2023
Q3 		– Sell
-2,598
Closed -$235K – 1117
2023
Q2 		$235K Hold
2,598
– – 0.01% 958
2023
Q1 		$231K Hold
2,598
– – 0.01% 998
2022
Q4 		$235K Buy
+2,598
New +$240K 0.01% 976
2022
Q3 		– Sell
-2,999
Closed -$288K – 1182
2022
Q2 		$288K Hold
2,999
– – 0.02% 928
2022
Q1 		$353K Buy
+2,999
New +$348K 0.02% 928
2020
Q3 		– Sell
-7,153
Closed -$380K – 405
2020
Q2 		$380K Buy
7,153
+1,488
+26% +$75.9K 0.13% 235
2020
Q1 		$284K Sell
5,665
-900
-14% -$61K 0.12% 259
2019
Q4 		$509K Buy
+6,565
New +$494K 0.15% 206
2014
Q3 		– Sell
-24,380
Closed -$1.8M – 283
2014
Q2 		$1.8M Sell
24,380
-18,400
-43% -$1.28M 1.16% 2
2014
Q1 		$2.87M Buy
42,780
+20,240
+90% +$1.31M 1.13% 6
2013
Q4 		$1.5M Buy
+22,540
New +$1.53M 0.4% 91
2013
Q3 		– Sell
-25,720
Closed -$1.49M – 341
2013
Q2 		$1.49M Buy
+25,720
New +$1.56M 0.46% 76

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Algert Global's BMO Position: Q2 2026 in Review

Algert Global reduced its Bank of Montreal (BMO) stake by 5.1% in Q2 2026, selling an estimated $17.1K and leaving 2,022 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Algert Global first reported a position in BMO in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.87M in Q1 2014. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Algert Global held 2,022 shares of Bank of Montreal worth $357K as of Q2 2026.
  • Algert Global sold 109 Bank of Montreal shares in Q2 2026, an estimated $17.1K.
  • Bank of Montreal made up ﹤0.01% of Algert Global's portfolio in Q2 2026, its #1117 holding.
  • Algert Global first reported a position in Bank of Montreal in Q2 2013 and has held it in 19 quarters since.
  • Algert Global's Bank of Montreal position peaked at $2.87M in Q1 2014.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.