BG
BMO icon

Bahl & Gaynor’s Bank of Montreal BMO Stock Holding History

Bahl & Gaynor’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 		$245K Buy
+1,385
New +$218K ﹤0.01% 328
2024
Q4 		– Sell
-2,436
Closed -$220K – 339
2024
Q3 		$220K Hold
2,436
– – ﹤0.01% 331
2024
Q2 		$204K Sell
2,436
-231
-9% -$21K ﹤0.01% 327
2024
Q1 		$261K Buy
+2,667
New +$252K ﹤0.01% 313

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

Bahl & Gaynor's BMO Position: Q2 2026 in Review

Bahl & Gaynor opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,385 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: Bahl & Gaynor previously reported a position in BMO as recently as Q3 2024.

Bahl & Gaynor first reported a position in BMO in Q1 2024 and has held it in 4 quarters since. The position peaked at $261K in Q1 2024. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Bahl & Gaynor held 1,385 shares of Bank of Montreal worth $245K as of Q2 2026.
  • Bank of Montreal was a new Bahl & Gaynor position in Q2 2026.
  • Bank of Montreal made up ﹤0.01% of Bahl & Gaynor's portfolio in Q2 2026, its #328 holding.
  • Bahl & Gaynor first reported a position in Bank of Montreal in Q1 2024 and has held it in 4 quarters since.
  • Bahl & Gaynor's Bank of Montreal position peaked at $261K in Q1 2024.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Bahl & Gaynor's 13F filing for Q2 2026, filed 13 Aug 2026.