Bridges Investment Management’s Bank of Montreal BMO Stock Holding History

Bridges Investment Management’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	$353K	Hold	2,000	–	–	﹤0.01%	342
2026 Q1	$271K	Hold	2,000	–	–	﹤0.01%	353
2025 Q4	$260K	Hold	2,000	–	–	﹤0.01%	371
2025 Q3	$261K	Hold	2,000	–	–	﹤0.01%	369
2025 Q2	$221K	Buy	+2,000	New	+$202K	﹤0.01%	390
2022 Q2	–	Sell	-2,000	Closed	-$236K	–	214
2022 Q1	$236K	Hold	2,000	–	–	0.01%	210
2021 Q4	$215K	Buy	+2,000	New	+$216K	0.01%	218
2021 Q3	–	Sell	-2,000	Closed	-$205K	–	222
2021 Q2	$205K	Buy	+2,000	New	+$197K	0.01%	221

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

Bridges Investment Management's BMO Position: Q2 2026 in Review

Bridges Investment Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 2,000 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Bridges Investment Management first reported a position in BMO in Q2 2021 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Bridges Investment Management held 2,000 shares of Bank of Montreal worth $353K as of Q2 2026.
Bridges Investment Management left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Bridges Investment Management's portfolio in Q2 2026, its #342 holding.
Bridges Investment Management first reported a position in Bank of Montreal in Q2 2021 and has held it in 8 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.