Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Bank of Montreal BMO Stock Holding History

Capital Fund Management (CFM)’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 		$7.97M Sell
45,113
-9,057
-17% -$1.42M 0.04% 695
2026
Q1 		$7.33M Sell
54,170
-33,253
-38% -$4.62M 0.03% 703
2025
Q4 		$11.3M Sell
87,423
-4,400
-5% -$557K 0.03% 757
2025
Q3 		$12M Sell
91,823
-17,934
-16% -$2.12M 0.03% 732
2025
Q2 		$12.1M Sell
109,757
-4,132
-4% -$416K 0.03% 653
2025
Q1 		$10.9M Sell
113,889
-14,606
-11% -$1.44M 0.03% 641
2024
Q4 		$12.5M Buy
128,495
+49,435
+63% +$4.67M 0.03% 656
2024
Q3 		$7.13M Buy
79,060
+7,598
+11% +$648K 0.02% 856
2024
Q2 		$5.99M Sell
71,462
-826
-1% -$75K 0.02% 869
2024
Q1 		$7.06M Buy
72,288
+52,641
+268% +$4.97M 0.02% 885
2023
Q4 		$1.94M Buy
19,647
+9,163
+87% +$765K 0.01% 1549
2023
Q3 		$885K Sell
10,484
-2,300
-18% -$202K ﹤0.01% 1680
2023
Q2 		$1.15M Sell
12,784
-3,630
-22% -$321K ﹤0.01% 1367
2023
Q1 		$1.46M Sell
16,414
-5,851
-26% -$555K 0.01% 1162
2022
Q4 		$2.02M Buy
22,265
+1,077
+5% +$99.7K 0.01% 937
2022
Q3 		$1.86M Sell
21,188
-4,305
-17% -$416K 0.01% 881
2022
Q2 		$2.45M Sell
25,493
-13,938
-35% -$1.48M 0.02% 763
2022
Q1 		$4.65M Sell
39,431
-24,400
-38% -$2.83M 0.04% 596
2021
Q4 		$6.88M Sell
63,831
-12,109
-16% -$1.3M 0.05% 516
2021
Q3 		$7.57M Sell
75,940
-14,001
-16% -$1.41M 0.06% 439
2021
Q2 		$9.22M Sell
89,941
-7,271
-7% -$718K 0.07% 360
2021
Q1 		$8.66M Buy
97,212
+82,616
+566% +$6.74M 0.1% 264
2020
Q4 		$1.11M Buy
+14,596
New +$999K 0.01% 959
2020
Q3 		– Sell
-21,285
Closed -$1.13M – 1195
2020
Q2 		$1.13M Buy
+21,285
New +$1.09M 0.02% 660
2019
Q1 		– Sell
-3,545
Closed -$232K – 1678
2018
Q4 		$232K Buy
+3,545
New +$263K ﹤0.01% 1701
2018
Q3 		– Sell
-16,745
Closed -$1.29M – 1965
2018
Q2 		$1.29M Buy
+16,745
New +$1.29M 0.01% 1243
2018
Q1 		– Sell
-10,575
Closed -$846K – 1833
2017
Q4 		$846K Buy
10,575
+7,237
+217% +$564K ﹤0.01% 1277
2017
Q3 		$253K Sell
3,338
-23,562
-88% -$1.76M ﹤0.01% 1371
2017
Q2 		$1.98M Buy
26,900
+3,929
+17% +$278K 0.02% 718
2017
Q1 		$1.72M Buy
+22,971
New +$1.73M 0.01% 774
2015
Q2 		– Sell
-34,229
Closed -$2.15M – 1465
2015
Q1 		$2.05M Buy
34,229
+20,270
+145% +$1.26M 0.03% 582
2014
Q4 		$987K Buy
+13,959
New +$999K 0.01% 892
2013
Q3 		– Sell
-38,138
Closed -$2.21M – 1581
2013
Q2 		$2.21M Buy
+38,138
New +$2.31M 0.03% 600

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

Capital Fund Management (CFM)'s BMO Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Bank of Montreal (BMO) stake by 17% in Q2 2026, selling an estimated $1.42M and leaving 45,113 shares worth $7.97M. The position accounts for 0.04% of the portfolio, ranked #695.

Capital Fund Management (CFM) first reported a position in BMO in Q2 2013 and has held it in 33 quarters since. The position peaked at $12.5M in Q4 2024. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Capital Fund Management (CFM) held 45,113 shares of Bank of Montreal worth $7.97M as of Q2 2026.
  • Capital Fund Management (CFM) sold 9,057 Bank of Montreal shares in Q2 2026, an estimated $1.42M.
  • Bank of Montreal made up 0.04% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #695 holding.
  • Capital Fund Management (CFM) first reported a position in Bank of Montreal in Q2 2013 and has held it in 33 quarters since.
  • Capital Fund Management (CFM)'s Bank of Montreal position peaked at $12.5M in Q4 2024.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.