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Burkett Asset Management’s Bank of Montreal BMO Stock Holding History

Burkett Asset 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 		$3.78M Sell
21,430
-3,103
-13% -$488K 3.53% 9
2026
Q1 		$3.32M Buy
24,533
+833
+4% +$116K 3.27% 11
2025
Q4 		$3.08M Buy
+23,700
New +$3M 3.12% 11

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

Burkett Asset Management's BMO Position: Q2 2026 in Review

Burkett Asset Management reduced its Bank of Montreal (BMO) stake by 13% in Q2 2026, selling an estimated $488K and leaving 21,430 shares worth $3.78M. The position accounts for 3.53% of the portfolio, ranked #9.

Burkett Asset Management first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Burkett Asset Management held 21,430 shares of Bank of Montreal worth $3.78M as of Q2 2026.
  • Burkett Asset Management sold 3,103 Bank of Montreal shares in Q2 2026, an estimated $488K.
  • Bank of Montreal made up 3.53% of Burkett Asset Management's portfolio in Q2 2026, its #9 holding.
  • Burkett Asset Management first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.