Bank Julius Baer & Co
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Bank Julius Baer & Co’s Bank of Montreal BMO Stock Holding History

Bank Julius Baer & Co’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 		$230K Buy
1,300
+3
+0.2% +$472 ﹤0.01% 494
2026
Q1 		$176K Sell
1,297
-6
-0.5% -$834 ﹤0.01% 507
2025
Q4 		$169K Buy
+1,303
New +$165K ﹤0.01% 494

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

Bank Julius Baer & Co's BMO Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Bank of Montreal (BMO) stake by 0.23% in Q2 2026, buying an estimated $472 and bringing the position to 1,300 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Bank Julius Baer & Co first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Bank Julius Baer & Co held 1,300 shares of Bank of Montreal worth $230K as of Q2 2026.
  • Bank Julius Baer & Co bought 3 Bank of Montreal shares in Q2 2026, an estimated $472.
  • Bank of Montreal made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #494 holding.
  • Bank Julius Baer & Co first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.