Baird Financial Group
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Baird Financial Group’s Bank of Montreal BMO Stock Holding History

Baird Financial Group’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 		$5.57M Buy
41,181
+3,542
+9% +$492K 0.01% 706
2025
Q4 		$4.89M Sell
37,639
-509
-1% -$64.5K 0.01% 740
2025
Q3 		$4.97M Buy
38,148
+545
+1% +$64.5K 0.01% 741
2025
Q2 		$4.16M Buy
37,603
+1,262
+3% +$127K 0.01% 772
2025
Q1 		$3.47M Sell
36,341
-516
-1% -$51K 0.01% 798
2024
Q4 		$3.58M Buy
36,857
+291
+0.8% +$27.5K 0.01% 788
2024
Q3 		$3.3M Sell
36,566
-677
-2% -$57.8K 0.01% 812
2024
Q2 		$3.12M Buy
37,243
+1,085
+3% +$98.5K 0.01% 822
2024
Q1 		$3.53M Buy
36,158
+528
+1% +$49.8K 0.01% 783
2023
Q4 		$3.53M Sell
35,630
-401
-1% -$33.5K 0.01% 757
2023
Q3 		$3.04M Buy
36,031
+647
+2% +$56.9K 0.01% 774
2023
Q2 		$3.2M Buy
35,384
+2,586
+8% +$229K 0.01% 769
2023
Q1 		$2.92M Sell
32,798
-86
-0.3% -$8.16K 0.01% 769
2022
Q4 		$2.98M Buy
32,884
+1,921
+6% +$178K 0.01% 740
2022
Q3 		$2.71M Buy
30,963
+131
+0.4% +$12.7K 0.01% 736
2022
Q2 		$2.96M Sell
30,832
-1,371
-4% -$146K 0.01% 716
2022
Q1 		$3.8M Sell
32,203
-541
-2% -$62.7K 0.01% 688
2021
Q4 		$3.53M Sell
32,744
-2,731
-8% -$294K 0.01% 725
2021
Q3 		$3.54M Buy
35,475
+338
+1% +$34K 0.01% 724
2021
Q2 		$3.6M Sell
35,137
-391
-1% -$38.6K 0.01% 708
2021
Q1 		$3.17M Buy
35,528
+825
+2% +$67.3K 0.01% 718
2020
Q4 		$2.64M Buy
34,703
+1,305
+4% +$89.3K 0.01% 726
2020
Q3 		$1.95M Buy
33,398
+1,138
+4% +$65.9K 0.01% 753
2020
Q2 		$1.71M Buy
32,260
+972
+3% +$49.6K 0.01% 770
2020
Q1 		$1.57M Sell
31,288
-3,567
-10% -$242K 0.01% 759
2019
Q4 		$2.7M Buy
34,855
+1,512
+5% +$114K 0.01% 686
2019
Q3 		$2.46M Buy
33,343
+3,465
+12% +$252K 0.01% 713
2019
Q2 		$2.25M Buy
29,878
+382
+1% +$29.2K 0.01% 754
2019
Q1 		$2.21M Sell
29,496
-1,425
-5% -$105K 0.01% 630
2018
Q4 		$2.02M Sell
30,921
-1,932
-6% -$143K 0.01% 624
2018
Q3 		$2.74M Sell
32,853
-258
-0.8% -$20.8K 0.02% 589
2018
Q2 		$2.56M Sell
33,111
-15
-0% -$1.16K 0.02% 598
2018
Q1 		$2.5M Sell
33,126
-707
-2% -$55.6K 0.02% 581
2017
Q4 		$2.71M Sell
33,833
-687
-2% -$53.6K 0.02% 545
2017
Q3 		$2.61M Sell
34,520
-503
-1% -$37.5K 0.02% 554
2017
Q2 		$2.57M Buy
35,023
+1,239
+4% +$87.7K 0.02% 545
2017
Q1 		$2.53M Sell
33,784
-303
-0.9% -$22.9K 0.02% 537
2016
Q4 		$2.45M Sell
34,087
-100
-0.3% -$6.67K 0.02% 533
2016
Q3 		$2.24M Sell
34,187
-1,254
-4% -$81.5K 0.02% 531
2016
Q2 		$2.25M Sell
35,441
-1,442
-4% -$91.4K 0.02% 528
2016
Q1 		$2.24M Sell
36,883
-55,361
-60% -$3.03M 0.02% 511
2015
Q4 		$5.2M Sell
92,244
-1,459
-2% -$83.9K 0.05% 327
2015
Q3 		$5.11M Buy
93,703
+18,978
+25% +$1.04M 0.05% 321
2015
Q2 		$4.43M Buy
+74,725
New +$4.69M 0.04% 371

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group's BMO Position: Q1 2026 in Review

Baird Financial Group increased its Bank of Montreal (BMO) stake by 9.4% in Q1 2026, buying an estimated $492K and bringing the position to 41,181 shares worth $5.57M. The position accounts for 0.01% of the portfolio, ranked #706.

Baird Financial Group first reported a position in BMO in Q2 2015 and has held it in 44 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Baird Financial Group held 41,181 shares of Bank of Montreal worth $5.57M as of Q1 2026.
  • Baird Financial Group bought 3,542 Bank of Montreal shares in Q1 2026, an estimated $492K.
  • Bank of Montreal made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #706 holding.
  • Baird Financial Group first reported a position in Bank of Montreal in Q2 2015 and has held it in 44 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.