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Alongside’s Bank of Montreal BMO Stock Holding History

Alongside’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 		$473K Buy
+2,675
New +$420K 0.09% 106
2025
Q4 		$347K Buy
+2,673
New +$338K 0.12% 59

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

Alongside's BMO Position: Q2 2026 in Review

Alongside opened a new position in Bank of Montreal (BMO) in Q2 2026: 2,675 shares worth $473K. The stake represents 0.09% of the portfolio and ranks #106 among its holdings. This is a return to the name: Alongside previously reported a position in BMO as recently as Q4 2025.

Alongside first reported a position in BMO in Q4 2025 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Alongside held 2,675 shares of Bank of Montreal worth $473K as of Q2 2026.
  • Bank of Montreal was a new Alongside position in Q2 2026.
  • Bank of Montreal made up 0.09% of Alongside's portfolio in Q2 2026, its #106 holding.
  • Alongside first reported a position in Bank of Montreal in Q4 2025 and has held it in 2 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Alongside's 13F filing for Q2 2026, filed 14 Aug 2026.