Bessemer Group’s Bank of Montreal BMO Stock Holding History

Bessemer 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 Q2	$259M	Buy	1,469,398 +1,427,492	+3,406%	+$224M	0.36%	52
2026 Q1	$5.66M	Buy	41,906 +1,415	+3%	+$197K	0.01%	450
2025 Q4	$5.26M	Sell	40,491 -5,077	-11%	-$643K	0.01%	408
2025 Q3	$5.93M	Sell	45,568 -12,980	-22%	-$1.54M	0.01%	347
2025 Q2	$6.48M	Sell	58,548 -264,678	-82%	-$26.7M	0.01%	337
2025 Q1	$30.9M	Buy	323,226 +299,115	+1,241%	+$29.6M	0.06%	211
2024 Q4	$2.34M	Sell	24,111 -769	-3%	-$72.7K	﹤0.01%	615
2024 Q3	$2.25M	Buy	24,880 +194	+0.8%	+$16.6K	﹤0.01%	631
2024 Q2	$2.07M	Sell	24,686 -494	-2%	-$44.9K	﹤0.01%	504
2024 Q1	$2.46M	Buy	25,180 +22,894	+1,001%	+$2.16M	﹤0.01%	493
2023 Q4	$227K	Sell	2,286 -408	-15%	-$34.1K	﹤0.01%	1012
2023 Q3	$229K	Sell	2,694 -112	-4%	-$9.84K	﹤0.01%	991
2023 Q2	$253K	Buy	2,806 +1,406	+100%	+$124K	﹤0.01%	981
2023 Q1	$125K	Hold	1,400	–	–	﹤0.01%	1021
2022 Q4	$127K	Sell	1,400 -267	-16%	-$24.7K	﹤0.01%	986
2022 Q3	$147K	Buy	1,667 +217	+15%	+$21K	﹤0.01%	947
2022 Q2	$139K	Sell	1,450 -147	-9%	-$15.6K	﹤0.01%	954
2022 Q1	$188K	Sell	1,597 -25	-2%	-$2.9K	﹤0.01%	837
2021 Q4	$174K	Hold	1,622	–	–	﹤0.01%	881
2021 Q3	$162K	Hold	1,622	–	–	﹤0.01%	832
2021 Q2	$167K	Sell	1,622 -252	-13%	-$24.9K	﹤0.01%	831
2021 Q1	$167K	Sell	1,874 -3,008	-62%	-$245K	﹤0.01%	781
2020 Q4	$371K	Sell	4,882 -1,588	-25%	-$109K	﹤0.01%	598
2020 Q3	$378K	Buy	6,470 +754	+13%	+$43.7K	﹤0.01%	564
2020 Q2	$304K	Sell	5,716 -690	-11%	-$35.2K	﹤0.01%	1075
2020 Q1	$321K	Sell	6,406 -221,924	-97%	-$15M	﹤0.01%	882
2019 Q4	$17.7M	Buy	+228,330	New	+$17.2M	0.06%	215
2019 Q1	–	Sell	-73	Closed	-$5K	–	1773
2018 Q4	$5K	Hold	73	–	–	﹤0.01%	1769
2018 Q3	$6K	Hold	73	–	–	﹤0.01%	1663
2018 Q2	$6K	Hold	73	–	–	﹤0.01%	1541
2018 Q1	$6K	Hold	73	–	–	﹤0.01%	1523
2017 Q4	$6K	Hold	73	–	–	﹤0.01%	1543
2017 Q3	$6K	Hold	73	–	–	﹤0.01%	1645
2017 Q2	$5K	Buy	+73	New	+$5.17K	﹤0.01%	1672
2017 Q1	–	Sell	-80	Closed	-$6K	–	1752
2016 Q4	$6K	Buy	+80	New	+$5.34K	﹤0.01%	1703
2015 Q3	–	Sell	-30	Closed	-$2K	–	1628
2015 Q2	$2K	Sell	30 -62	-67%	-$3.89K	﹤0.01%	1436
2015 Q1	$6K	Sell	92 -738	-89%	-$45.8K	﹤0.01%	1299
2014 Q4	$59K	Hold	830	–	–	﹤0.01%	903
2014 Q3	$61K	Hold	830	–	–	﹤0.01%	842
2014 Q2	$61K	Hold	830	–	–	﹤0.01%	847
2014 Q1	$56K	Hold	830	–	–	﹤0.01%	845
2013 Q4	$55K	Hold	830	–	–	﹤0.01%	843
2013 Q3	$55K	Buy	830 +800	+2,667%	+$50.2K	﹤0.01%	809
2013 Q2	$2K	Buy	+30	New	+$1.82K	﹤0.01%	1253

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

Bessemer Group's BMO Position: Q2 2026 in Review

Bessemer Group increased its Bank of Montreal (BMO) stake by 3,406% in Q2 2026, buying an estimated $224M and bringing the position to 1,469,398 shares worth $259M. The position accounts for 0.36% of the portfolio, ranked #52.

Bessemer Group first reported a position in BMO in Q2 2013 and has held it in 44 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Bessemer Group held 1,469,398 shares of Bank of Montreal worth $259M as of Q2 2026.
Bessemer Group bought 1,427,492 Bank of Montreal shares in Q2 2026, an estimated $224M.
Bank of Montreal made up 0.36% of Bessemer Group's portfolio in Q2 2026, its #52 holding.
Bessemer Group first reported a position in Bank of Montreal in Q2 2013 and has held it in 44 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.