Bay Colony Advisors’s Bank of Montreal BMO Stock Holding History

Bay Colony Advisors’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	$543K	Hold	3,070	–	–	0.06%	251
2026 Q1	$416K	Buy	3,070 +8	+0.3%	+$1.11K	0.05%	304
2025 Q4	$397K	Hold	3,062	–	–	0.05%	320
2025 Q3	$399K	Sell	3,062 -32	-1%	-$3.79K	0.05%	330
2025 Q2	$342K	Hold	3,094	–	–	0.05%	319
2025 Q1	$295K	Hold	3,094	–	–	0.04%	343
2024 Q4	$300K	Hold	3,094	–	–	0.04%	329
2024 Q3	$279K	Buy	3,094 +59	+2%	+$5.03K	0.04%	340
2024 Q2	$254K	Hold	3,035	–	–	0.04%	333
2024 Q1	$296K	Hold	3,035	–	–	0.05%	288
2023 Q4	$300K	Hold	3,035	–	–	0.06%	271
2023 Q3	$256K	Hold	3,035	–	–	0.06%	266
2023 Q2	$274K	Hold	3,035	–	–	0.07%	251
2023 Q1	$268K	Sell	3,035 -291	-9%	-$27.6K	0.07%	252
2022 Q4	$301K	Buy	3,326 +2	+0.1%	+$185	0.08%	247
2022 Q3	$291K	Buy	3,324 +3	+0.1%	+$290	0.09%	232
2022 Q2	$335K	Sell	3,321 -239	-7%	-$25.4K	0.09%	223
2022 Q1	$420K	Buy	3,560 +118	+3%	+$13.7K	0.1%	199
2021 Q4	$371K	Buy	3,442 +126	+4%	+$13.6K	0.11%	228
2021 Q3	$331K	Buy	3,316 +281	+9%	+$28.3K	0.11%	227
2021 Q2	$311K	Hold	3,035	–	–	0.1%	245
2021 Q1	$270K	Hold	3,035	–	–	0.1%	248
2020 Q4	$231K	Buy	+3,035	New	+$208K	0.12%	243
2018 Q3	–	Sell	-2,000	Closed	-$155K	–	285
2018 Q2	$155K	Buy	+2,000	New	+$154K	0.11%	183

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bay Colony Advisors's BMO Position: Q2 2026 in Review

Bay Colony Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 3,070 shares worth $543K. The position accounts for 0.06% of the portfolio, ranked #251.

Bay Colony Advisors first reported a position in BMO in Q2 2018 and has held it in 24 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Bay Colony Advisors held 3,070 shares of Bank of Montreal worth $543K as of Q2 2026.
Bay Colony Advisors left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.06% of Bay Colony Advisors's portfolio in Q2 2026, its #251 holding.
Bay Colony Advisors first reported a position in Bank of Montreal in Q2 2018 and has held it in 24 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.