Asahi Life Asset Management’s Bank of Montreal BMO Stock Holding History

Asahi Life 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	$431K	Buy	3,193 +505	+19%	+$70.2K	0.28%	68
2025 Q4	$350K	Buy	+2,688	New	+$340K	0.19%	135
2025 Q3	–	Sell	-3,110	Closed	-$344K	–	157
2025 Q2	$344K	Buy	+3,110	New	+$313K	0.2%	136
2022 Q2	–	Sell	-4,430	Closed	-$522K	–	248
2022 Q1	$522K	Buy	+4,430	New	+$514K	0.07%	84
2021 Q4	–	Sell	-2,300	Closed	-$230K	–	195
2021 Q3	$230K	Buy	+2,300	New	+$232K	0.03%	163
2020 Q4	–	Sell	-3,460	Closed	-$202K	–	197
2020 Q3	$202K	Buy	+3,460	New	+$200K	0.03%	181
2020 Q2	–	Sell	-6,950	Closed	-$347K	–	237
2020 Q1	$347K	Buy	+6,950	New	+$471K	0.06%	113

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asahi Life Asset Management's BMO Position: Q1 2026 in Review

Asahi Life Asset Management increased its Bank of Montreal (BMO) stake by 19% in Q1 2026, buying an estimated $70.2K and bringing the position to 3,193 shares worth $431K. The position accounts for 0.28% of the portfolio, ranked #68.

Asahi Life Asset Management first reported a position in BMO in Q1 2020 and has held it in 7 quarters since. The position peaked at $522K in Q1 2022. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Asahi Life Asset Management held 3,193 shares of Bank of Montreal worth $431K as of Q1 2026.
Asahi Life Asset Management bought 505 Bank of Montreal shares in Q1 2026, an estimated $70.2K.
Bank of Montreal made up 0.28% of Asahi Life Asset Management's portfolio in Q1 2026, its #68 holding.
Asahi Life Asset Management first reported a position in Bank of Montreal in Q1 2020 and has held it in 7 quarters since.
Asahi Life Asset Management's Bank of Montreal position peaked at $522K in Q1 2022.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Asahi Life Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.