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 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 $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caitong International Asset Management's BMO Position: Q1 2026 in Review

Caitong International Asset Management sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 1,256 shares — an estimated $163K sold.

Caitong International Asset Management first reported a position in BMO in Q1 2025 and held it in 4 quarters. The position peaked at $163K in Q4 2025. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Caitong International Asset Management reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
Caitong International Asset Management sold 1,256 Bank of Montreal shares in Q1 2026, an estimated $163K.
Caitong International Asset Management first reported a position in Bank of Montreal in Q1 2025 and held it in 4 quarters.
Caitong International Asset Management's Bank of Montreal position peaked at $163K in Q4 2025.
635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.