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Baskin Financial Services’s Bank of Montreal BMO Stock Holding History

Baskin Financial Services’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 		$877K Hold
4,967
– – 0.07% 37
2026
Q1 		$673K Sell
4,967
-2,100
-30% -$292K 0.06% 41
2025
Q4 		$918K Hold
7,067
– – 0.07% 38
2025
Q3 		$920K Buy
7,067
+195
+3% +$23.1K 0.07% 38
2025
Q2 		$761K Sell
6,872
-556
-7% -$56K 0.06% 39
2025
Q1 		$709K Buy
7,428
+4,256
+134% +$421K 0.06% 39
2024
Q4 		$308K Hold
3,172
– – 0.02% 44
2024
Q3 		$286K Hold
3,172
– – 0.02% 44
2024
Q2 		$266K Sell
3,172
-1,258
-28% -$114K 0.02% 44
2024
Q1 		$432K Sell
4,430
-157
-3% -$14.8K 0.04% 42
2023
Q4 		$454K Sell
4,587
-1,987
-30% -$166K 0.04% 45
2023
Q3 		$554K Hold
6,574
– – 0.06% 46
2023
Q2 		$593K Sell
6,574
-100
-1% -$8.84K 0.06% 45
2023
Q1 		$594K Sell
6,674
-887
-12% -$84.2K 0.06% 47
2022
Q4 		$684K Buy
7,561
+873
+13% +$80.8K 0.08% 44
2022
Q3 		$585K Sell
6,688
-175
-3% -$16.9K 0.07% 43
2022
Q2 		$659K Sell
6,863
-1,040
-13% -$111K 0.07% 44
2022
Q1 		$930K Hold
7,903
– – 0.08% 44
2021
Q4 		$850K Sell
7,903
-769
-9% -$82.9K 0.07% 44
2021
Q3 		$864K Sell
8,672
-555
-6% -$55.9K 0.08% 42
2021
Q2 		$945K Sell
9,227
-320
-3% -$31.6K 0.09% 42
2021
Q1 		$851K Sell
9,547
-534
-5% -$43.6K 0.09% 41
2020
Q4 		$766K Sell
10,081
-816
-7% -$55.8K 0.08% 42
2020
Q3 		$637K Sell
10,897
-4,295
-28% -$249K 0.08% 41
2020
Q2 		$808K Sell
15,192
-3,323
-18% -$169K 0.12% 36
2020
Q1 		$935K Buy
18,515
+798
+5% +$54.1K 0.17% 37
2019
Q4 		$1.37M Buy
17,717
+55
+0.3% +$4.14K 0.2% 37
2019
Q3 		$1.3M Sell
17,662
-3,179
-15% -$232K 0.21% 37
2019
Q2 		$1.57M Sell
20,841
-230
-1% -$17.6K 0.27% 36
2019
Q1 		$1.58M Sell
21,071
-16
-0.1% -$1.18K 0.29% 37
2018
Q4 		$1.38M Sell
21,087
-1,807
-8% -$134K 0.3% 37
2018
Q3 		$1.89M Buy
22,894
+1,337
+6% +$108K 0.34% 37
2018
Q2 		$1.67M Sell
21,557
-1,768
-8% -$136K 0.31% 40
2018
Q1 		$1.76M Buy
23,325
+694
+3% +$54.6K 0.34% 40
2017
Q4 		$1.82M Buy
22,631
+164
+0.7% +$12.8K 0.35% 40
2017
Q3 		$1.7M Buy
22,467
+2,497
+13% +$186K 0.33% 41
2017
Q2 		$1.47M Sell
19,970
-199
-1% -$14.1K 0.31% 40
2017
Q1 		$1.5M Buy
20,169
+2,706
+15% +$204K 0.33% 39
2016
Q4 		$1.26M Buy
17,463
+2,428
+16% +$162K 0.31% 39
2016
Q3 		$985K Buy
15,035
+1,709
+13% +$111K 0.26% 38
2016
Q2 		$838K Buy
13,326
+1,355
+11% +$85.9K 0.24% 38
2016
Q1 		$727K Sell
11,971
-1,835
-13% -$101K 0.21% 38
2015
Q4 		$779K Buy
13,806
+3,678
+36% +$212K 0.24% 37
2015
Q3 		$552K Buy
10,128
+456
+5% +$25K 0.19% 36
2015
Q2 		$573K Buy
9,672
+700
+8% +$43.9K 0.18% 36
2015
Q1 		$538K Buy
8,972
+805
+10% +$49.9K 0.18% 35
2014
Q4 		$579K Buy
8,167
+777
+11% +$55.6K 0.19% 36
2014
Q3 		$544K Hold
7,390
– – 0.19% 36
2014
Q2 		$544K Sell
7,390
-570
-7% -$39.7K 0.19% 36
2014
Q1 		$533K Buy
+7,960
New +$517K 0.2% 36

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Baskin Financial Services's BMO Position: Q2 2026 in Review

Baskin Financial Services held its Bank of Montreal (BMO) position steady in Q2 2026 at 4,967 shares worth $877K. The position accounts for 0.07% of the portfolio, ranked #37.

Baskin Financial Services first reported a position in BMO in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.89M in Q3 2018. 159 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Baskin Financial Services held 4,967 shares of Bank of Montreal worth $877K as of Q2 2026.
  • Baskin Financial Services left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.07% of Baskin Financial Services's portfolio in Q2 2026, its #37 holding.
  • Baskin Financial Services first reported a position in Bank of Montreal in Q1 2014 and has held it in 50 quarters since.
  • Baskin Financial Services's Bank of Montreal position peaked at $1.89M in Q3 2018.
  • 159 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Baskin Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.