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
Q1 		– Sell
-15,900
Closed -$2.06M – 2076
2025
Q4 		$2.06M Buy
15,900
+300
+2% +$38K 0.01% 1689
2025
Q3 		$2.03M Buy
+15,600
New +$1.85M 0.01% 1784
2025
Q2 		– Sell
-16,100
Closed -$1.54M – 2344
2025
Q1 		$1.54M Sell
16,100
-7,000
-30% -$692K ﹤0.01% 1523
2024
Q4 		$2.24M Sell
23,100
-79,900
-78% -$7.55M 0.01% 1438
2024
Q3 		$9.29M Sell
103,000
-20,000
-16% -$1.71M 0.03% 760
2024
Q2 		$10.3M Sell
123,000
-13,900
-10% -$1.26M 0.03% 659
2024
Q1 		$13.4M Sell
136,900
-27,700
-17% -$2.62M 0.04% 601
2023
Q4 		$16.3M Buy
164,600
+134,600
+449% +$11.2M 0.04% 545
2023
Q3 		$2.53M Buy
30,000
+7,000
+30% +$615K 0.01% 1248
2023
Q2 		$2.08M Buy
23,000
+12,900
+128% +$1.14M 0.01% 1171
2023
Q1 		$900K Sell
10,100
-100
-1% -$9.49K ﹤0.01% 1304
2022
Q4 		$924K Buy
+10,200
New +$944K 0.01% 1144
2021
Q1 		– Sell
-15,300
Closed -$1.16M – 1283
2020
Q4 		$1.16M Buy
+15,300
New +$1.05M 0.01% 947
2019
Q1 		– Sell
-3,400
Closed -$222K – 1677
2018
Q4 		$222K Buy
+3,400
New +$252K ﹤0.01% 1722
2017
Q2 		– Sell
-4,500
Closed -$337K – 1468
2017
Q1 		$337K Buy
+4,500
New +$340K ﹤0.01% 1260
2015
Q2 		– Sell
-4,200
Closed -$252K – 1464
2015
Q1 		$252K Buy
+4,200
New +$260K ﹤0.01% 1307
2014
Q4 		– Sell
-7,900
Closed -$582K – 1579
2014
Q3 		$582K Buy
7,900
+1,700
+27% +$128K 0.01% 1105
2014
Q2 		$456K Buy
+6,200
New +$432K ﹤0.01% 1262
2014
Q1 		– Sell
-4,500
Closed -$300K – 1700
2013
Q4 		$300K Buy
+4,500
New +$306K ﹤0.01% 1452

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s BMO Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Bank of Montreal (BMO) stake by 38% in Q1 2026, selling an estimated $4.62M and leaving 54,170 shares worth $7.33M. The position accounts for 0.03% of the portfolio, ranked #703.

Capital Fund Management (CFM) first reported a position in BMO in Q2 2013 and has held it in 32 quarters since. The position peaked at $12.5M in Q4 2024. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Capital Fund Management (CFM) held 54,170 shares of Bank of Montreal worth $7.33M as of Q1 2026.
  • Capital Fund Management (CFM) sold 33,253 Bank of Montreal shares in Q1 2026, an estimated $4.62M.
  • Bank of Montreal made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #703 holding.
  • Capital Fund Management (CFM) first reported a position in Bank of Montreal in Q2 2013 and has held it in 32 quarters since.
  • Capital Fund Management (CFM)'s Bank of Montreal position peaked at $12.5M in Q4 2024.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.