Bank of America
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Bank of America’s Bank of Montreal BMO Stock Holding History

Bank of America’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 		$104M Sell
588,633
-1,042,643
-64% -$164M 0.01% 1164
2026
Q1 		$221M Sell
1,631,276
-771,002
-32% -$107M 0.02% 681
2025
Q4 		$312M Sell
2,402,278
-726,377
-23% -$92M 0.02% 564
2025
Q3 		$408M Sell
3,128,655
-329,305
-10% -$39M 0.03% 513
2025
Q2 		$383M Sell
3,457,960
-187,933
-5% -$18.9M 0.03% 525
2025
Q1 		$348M Buy
3,645,893
+1,902,148
+109% +$188M 0.03% 508
2024
Q4 		$169M Sell
1,743,745
-367,201
-17% -$34.7M 0.01% 752
2024
Q3 		$190M Sell
2,110,946
-2,295,192
-52% -$196M 0.02% 739
2024
Q2 		$369M Buy
4,406,138
+2,357,933
+115% +$214M 0.03% 451
2024
Q1 		$200M Sell
2,048,205
-1,569,209
-43% -$148M 0.02% 687
2023
Q4 		$358M Buy
3,617,414
+1,797,102
+99% +$150M 0.04% 430
2023
Q3 		$154M Buy
1,820,312
+95,144
+6% +$8.36M 0.02% 700
2023
Q2 		$156M Sell
1,725,168
-247,525
-13% -$21.9M 0.02% 699
2023
Q1 		$176M Sell
1,972,693
-703,247
-26% -$66.7M 0.02% 687
2022
Q4 		$242M Sell
2,675,940
-326,903
-11% -$30.3M 0.03% 533
2022
Q3 		$263M Buy
3,002,843
+623,113
+26% +$60.3M 0.03% 484
2022
Q2 		$229M Sell
2,379,730
-450,386
-16% -$47.9M 0.03% 535
2022
Q1 		$334M Buy
2,830,116
+1,586,398
+128% +$184M 0.03% 471
2021
Q4 		$134M Buy
1,243,718
+103,124
+9% +$11.1M 0.01% 858
2021
Q3 		$114M Sell
1,140,594
-389,110
-25% -$39.2M 0.01% 892
2021
Q2 		$157M Buy
1,529,704
+183,653
+14% +$18.1M 0.02% 745
2021
Q1 		$120M Buy
1,346,051
+741,542
+123% +$60.5M 0.01% 800
2020
Q4 		$46M Sell
604,509
-2,065
-0.3% -$141K 0.01% 1230
2020
Q3 		$35.4M Sell
606,574
-453,233
-43% -$26.2M ﹤0.01% 1285
2020
Q2 		$56.2M Sell
1,059,807
-204,501
-16% -$10.4M 0.01% 967
2020
Q1 		$63.5M Buy
1,264,308
+256,934
+26% +$17.4M 0.01% 831
2019
Q4 		$78.1M Buy
1,007,374
+342,419
+51% +$25.8M 0.01% 912
2019
Q3 		$49M Sell
664,955
-109,501
-14% -$7.98M 0.01% 1138
2019
Q2 		$58.4M Sell
774,456
-42,763
-5% -$3.27M 0.01% 1022
2019
Q1 		$61.1M Sell
817,219
-407,289
-33% -$30.1M 0.01% 992
2018
Q4 		$80M Buy
1,224,508
+321,319
+36% +$23.8M 0.01% 774
2018
Q3 		$74.5M Sell
903,189
-113,195
-11% -$9.1M 0.01% 860
2018
Q2 		$78.5M Sell
1,016,384
-46,985
-4% -$3.62M 0.01% 813
2018
Q1 		$80.4M Sell
1,063,369
-46,825
-4% -$3.68M 0.01% 804
2017
Q4 		$88.8M Buy
1,110,194
+8,067
+0.7% +$629K 0.01% 785
2017
Q3 		$83.4M Sell
1,102,127
-104,514
-9% -$7.79M 0.01% 851
2017
Q2 		$88.6M Sell
1,206,641
-22,208
-2% -$1.57M 0.02% 739
2017
Q1 		$91.9M Buy
1,228,849
+221,592
+22% +$16.7M 0.02% 726
2016
Q4 		$72.4M Sell
1,007,257
-93,153
-8% -$6.21M 0.02% 815
2016
Q3 		$72.2M Sell
1,100,410
-156,590
-12% -$10.2M 0.02% 789
2016
Q2 		$79.7M Buy
1,257,000
+55
+0% +$3.49K 0.02% 727
2016
Q1 		$76.3M Buy
1,256,945
+152,112
+14% +$8.33M 0.02% 729
2015
Q4 		$62.3M Buy
1,104,833
+28,892
+3% +$1.66M 0.01% 875
2015
Q3 		$58.7M Sell
1,075,941
-10,838
-1% -$595K 0.01% 885
2015
Q2 		$64.4M Sell
1,086,779
-149,697
-12% -$9.4M 0.02% 738
2015
Q1 		$74.2M Buy
1,236,476
+215,637
+21% +$13.4M 0.02% 632
2014
Q4 		$72.2M Buy
1,020,839
+131,783
+15% +$9.43M 0.03% 676
2014
Q3 		$65.5M Sell
889,056
-11,750
-1% -$884K 0.02% 717
2014
Q2 		$66.3M Sell
900,806
-60,398
-6% -$4.21M 0.02% 700
2014
Q1 		$64.4M Buy
961,204
+78,241
+9% +$5.08M 0.02% 651
2013
Q4 		$58.9M Sell
882,963
-199,242
-18% -$13.6M 0.02% 699
2013
Q3 		$72.3M Sell
1,082,205
-30,469
-3% -$1.91M 0.03% 564
2013
Q2 		$64.6M Buy
+1,112,674
New +$67.4M 0.03% 583

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 of America's BMO Position: Q2 2026 in Review

Bank of America reduced its Bank of Montreal (BMO) stake by 64% in Q2 2026, selling an estimated $164M and leaving 588,633 shares worth $104M. The position accounts for 0.01% of the portfolio, ranked #1164.

Bank of America first reported a position in BMO in Q2 2013 and has held it in 53 quarters since. The position peaked at $408M in Q3 2025. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Bank of America held 588,633 shares of Bank of Montreal worth $104M as of Q2 2026.
  • Bank of America sold 1,042,643 Bank of Montreal shares in Q2 2026, an estimated $164M.
  • Bank of Montreal made up 0.01% of Bank of America's portfolio in Q2 2026, its #1164 holding.
  • Bank of America first reported a position in Bank of Montreal in Q2 2013 and has held it in 53 quarters since.
  • Bank of America's Bank of Montreal position peaked at $408M in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.