Caitong International Asset Management’s Bank of Montreal BMO Stock Holding History

Caitong International 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	$115K	Buy	+652	New	+$102K	0.02%	522
2026 Q1	–	Sell	-1,256	Closed	-$163K	–	2635
2025 Q4	$163K	Buy	1,256 +702	+127%	+$88.9K	0.04%	268
2025 Q3	$72.2K	Buy	554 +423	+323%	+$50.1K	0.05%	235
2025 Q2	$14.5K	Sell	131 -942	-88%	-$94.9K	0.01%	595
2025 Q1	$102K	Buy	+1,073	New	+$106K	0.08%	281

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

Caitong International Asset Management's BMO Position: Q2 2026 in Review

Caitong International Asset Management opened a new position in Bank of Montreal (BMO) in Q2 2026: 652 shares worth $115K. The stake represents 0.02% of the portfolio and ranks #522 among its holdings. This is a return to the name: Caitong International Asset Management previously reported a position in BMO as recently as Q4 2025.

Caitong International Asset Management first reported a position in BMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $163K in Q4 2025. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Caitong International Asset Management held 652 shares of Bank of Montreal worth $115K as of Q2 2026.
Bank of Montreal was a new Caitong International Asset Management position in Q2 2026.
Bank of Montreal made up 0.02% of Caitong International Asset Management's portfolio in Q2 2026, its #522 holding.
Caitong International Asset Management first reported a position in Bank of Montreal in Q1 2025 and has held it in 5 quarters since.
Caitong International Asset Management's Bank of Montreal position peaked at $163K in Q4 2025.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.