Canoe Financial’s Bank of Montreal BMO Stock Holding History

Canoe Financial’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	$236K	Sell	1,336 -106	-7%	-$16.7K	﹤0.01%	110
2026 Q1	$195K	Buy	+1,442	New	+$200K	﹤0.01%	112
2024 Q1	–	Sell	-32,605	Closed	-$3.23M	–	104
2023 Q4	$3.23M	Sell	32,605 -2,500	-7%	-$209K	0.06%	90
2023 Q3	$2.96M	Hold	35,105	–	–	0.08%	58
2023 Q2	$3.17M	Sell	35,105 -2,700	-7%	-$239K	0.07%	84
2023 Q1	$3.37M	Buy	+37,805	New	+$3.59M	0.05%	141

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

Canoe Financial's BMO Position: Q2 2026 in Review

Canoe Financial reduced its Bank of Montreal (BMO) stake by 7.4% in Q2 2026, selling an estimated $16.7K and leaving 1,336 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

Canoe Financial first reported a position in BMO in Q1 2023 and has held it in 6 quarters since. The position peaked at $3.37M in Q1 2023. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Canoe Financial held 1,336 shares of Bank of Montreal worth $236K as of Q2 2026.
Canoe Financial sold 106 Bank of Montreal shares in Q2 2026, an estimated $16.7K.
Bank of Montreal made up ﹤0.01% of Canoe Financial's portfolio in Q2 2026, its #110 holding.
Canoe Financial first reported a position in Bank of Montreal in Q1 2023 and has held it in 6 quarters since.
Canoe Financial's Bank of Montreal position peaked at $3.37M in Q1 2023.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Canoe Financial's 13F filing for Q2 2026, filed 16 Jul 2026.