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Brooklyn Investment Group’s Bank of Montreal BMO Stock Holding History

Brooklyn Investment 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
Q1 		$403K Buy
+2,982
New +$414K 0.01% 1192
2025
Q3 		– Sell
-86
Closed -$9.41K – 928
2025
Q2 		$9.41K Buy
+86
New +$8.67K ﹤0.01% 2198

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brooklyn Investment Group's BMO Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Bank of Montreal (BMO) in Q1 2026: 2,982 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #1192 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in BMO as recently as Q2 2025.

Brooklyn Investment Group first reported a position in BMO in Q2 2025 and has held it in 2 quarters since. 637 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Brooklyn Investment Group held 2,982 shares of Bank of Montreal worth $403K as of Q1 2026.
  • Bank of Montreal was a new Brooklyn Investment Group position in Q1 2026.
  • Bank of Montreal made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1192 holding.
  • Brooklyn Investment Group first reported a position in Bank of Montreal in Q2 2025 and has held it in 2 quarters since.
  • 637 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.