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Campbell & Co Investment Adviser’s Bank of Montreal BMO Stock Holding History

Campbell & Co Investment Adviser’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 		$278K Sell
1,575
-14,374
-90% -$2.26M 0.01% 920
2026
Q1 		$2.16M Sell
15,949
-12,922
-45% -$1.8M 0.12% 251
2025
Q4 		$3.75M Buy
28,871
+25,519
+761% +$3.23M 0.18% 163
2025
Q3 		$437K Sell
3,352
-100,752
-97% -$11.9M 0.03% 786
2025
Q2 		$11.5M Buy
+104,104
New +$10.5M 0.73% 2
2024
Q3 		– Sell
-14,090
Closed -$1.18M – 1098
2024
Q2 		$1.18M Sell
14,090
-3,782
-21% -$343K 0.1% 302
2024
Q1 		$1.75M Buy
+17,872
New +$1.69M 0.15% 183
2022
Q3 		– Sell
-7,638
Closed -$735K – 717
2022
Q2 		$735K Buy
7,638
+4,338
+131% +$461K 0.2% 156
2022
Q1 		$389K Buy
+3,300
New +$383K 0.1% 367
2020
Q1 		– Sell
-2,582
Closed -$200K – 77
2019
Q4 		$200K Buy
+2,582
New +$194K 0.06% 593
2019
Q1 		– Sell
-6,475
Closed -$469K – 512
2018
Q4 		$469K Buy
+6,475
New +$480K 0.46% 44
2017
Q3 		– Sell
-4,176
Closed -$307K – 356
2017
Q2 		$307K Buy
+4,176
New +$296K 0.29% 138
2014
Q1 		– Sell
-58,648
Closed -$3.91M – 212
2013
Q4 		$3.91M Buy
+58,648
New +$3.99M 0.88% 35
2013
Q3 		– Sell
-64,389
Closed -$3.74M – 247
2013
Q2 		$3.74M Buy
+64,389
New +$3.9M 0.72% 41

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

Campbell & Co Investment Adviser's BMO Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its Bank of Montreal (BMO) stake by 90% in Q2 2026, selling an estimated $2.26M and leaving 1,575 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #920.

Campbell & Co Investment Adviser first reported a position in BMO in Q2 2013 and has held it in 14 quarters since. The position peaked at $11.5M in Q2 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Campbell & Co Investment Adviser held 1,575 shares of Bank of Montreal worth $278K as of Q2 2026.
  • Campbell & Co Investment Adviser sold 14,374 Bank of Montreal shares in Q2 2026, an estimated $2.26M.
  • Bank of Montreal made up 0.01% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #920 holding.
  • Campbell & Co Investment Adviser first reported a position in Bank of Montreal in Q2 2013 and has held it in 14 quarters since.
  • Campbell & Co Investment Adviser's Bank of Montreal position peaked at $11.5M in Q2 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.