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Brinker Capital Investments’s Bank of Montreal BMO Stock Holding History

Brinker Capital Investments’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 		$2.44M Sell
13,824
-896
-6% -$141K 0.02% 686
2026
Q1 		$1.99M Buy
14,720
+74
+0.5% +$10.3K 0.02% 761
2025
Q4 		$1.9M Buy
14,646
+3,238
+28% +$410K 0.01% 880
2025
Q3 		$1.49M Buy
11,408
+1,162
+11% +$138K 0.01% 999
2025
Q2 		$1.13M Buy
10,246
+875
+9% +$88.2K 0.01% 1124
2025
Q1 		$895K Buy
9,371
+928
+11% +$91.8K 0.01% 1140
2024
Q4 		$819K Buy
8,443
+3,672
+77% +$347K 0.01% 1150
2024
Q3 		$430K Buy
4,771
+204
+4% +$17.4K ﹤0.01% 1388
2024
Q2 		$383K Sell
4,567
-335
-7% -$30.4K ﹤0.01% 1371
2024
Q1 		$479K Buy
4,902
+224
+5% +$21.1K 0.01% 1277
2023
Q4 		$461K Sell
4,678
-536
-10% -$44.7K 0.01% 1246
2023
Q3 		$440K Sell
5,214
-29
-0.6% -$2.55K 0.01% 1250
2023
Q2 		$473K Buy
5,243
+61
+1% +$5.39K 0.01% 1232
2023
Q1 		$462K Sell
5,182
-404
-7% -$38.3K 0.01% 1167
2022
Q4 		$506K Buy
5,586
+165
+3% +$15.3K 0.01% 973
2022
Q3 		$475K Sell
5,421
-20
-0.4% -$1.93K 0.01% 962
2022
Q2 		$523K Buy
5,441
+88
+2% +$9.35K 0.01% 963
2022
Q1 		$631K Buy
5,353
+29
+0.5% +$3.36K 0.01% 961
2021
Q4 		$574K Buy
5,324
+715
+16% +$77K 0.01% 1009
2021
Q3 		$473K Hold
4,609
– – 0.01% 992
2021
Q2 		$473K Buy
+4,609
New +$455K 0.01% 1048

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

Brinker Capital Investments's BMO Position: Q2 2026 in Review

Brinker Capital Investments reduced its Bank of Montreal (BMO) stake by 6.1% in Q2 2026, selling an estimated $141K and leaving 13,824 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #686.

Brinker Capital Investments first reported a position in BMO in Q2 2021 and has held it in 21 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Brinker Capital Investments held 13,824 shares of Bank of Montreal worth $2.44M as of Q2 2026.
  • Brinker Capital Investments sold 896 Bank of Montreal shares in Q2 2026, an estimated $141K.
  • Bank of Montreal made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #686 holding.
  • Brinker Capital Investments first reported a position in Bank of Montreal in Q2 2021 and has held it in 21 quarters since.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.