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
-10,200
Closed -$1.32M – 2077
2025
Q4 		$1.32M Buy
+10,200
New +$1.29M ﹤0.01% 1897
2025
Q2 		– Sell
-10,500
Closed -$1M – 2345
2025
Q1 		$1M Sell
10,500
-62,300
-86% -$6.16M ﹤0.01% 1670
2024
Q4 		$7.07M Sell
72,800
-70,700
-49% -$6.68M 0.02% 912
2024
Q3 		$12.9M Buy
143,500
+35,600
+33% +$3.04M 0.04% 619
2024
Q2 		$9.05M Sell
107,900
-600
-0.6% -$54.5K 0.03% 716
2024
Q1 		$10.6M Sell
108,500
-55,800
-34% -$5.27M 0.03% 704
2023
Q4 		$16.3M Buy
164,300
+136,500
+491% +$11.4M 0.04% 546
2023
Q3 		$2.35M Buy
27,800
+6,000
+28% +$527K 0.01% 1276
2023
Q2 		$1.97M Buy
+21,800
New +$1.93M 0.01% 1196
2023
Q1 		– Sell
-28,200
Closed -$2.55M – 1557
2022
Q4 		$2.55M Buy
+28,200
New +$2.61M 0.02% 848
2021
Q1 		– Sell
-11,600
Closed -$882K – 1284
2020
Q4 		$882K Buy
+11,600
New +$794K 0.01% 1028
2020
Q1 		– Sell
-7,500
Closed -$581K – 1570
2019
Q4 		$581K Buy
+7,500
New +$565K ﹤0.01% 1325
2018
Q1 		– Sell
-3,400
Closed -$272K – 1834
2017
Q4 		$272K Buy
+3,400
New +$265K ﹤0.01% 1649
2015
Q4 		– Sell
-4,000
Closed -$218K – 1540
2015
Q3 		$218K Sell
4,000
-1,800
-31% -$98.9K ﹤0.01% 1306
2015
Q2 		$344K Sell
5,800
-3,600
-38% -$226K ﹤0.01% 1211
2015
Q1 		$564K Buy
9,400
+5,500
+141% +$341K 0.01% 1004
2014
Q4 		$276K Sell
3,900
-12,800
-77% -$916K ﹤0.01% 1378
2014
Q3 		$1.23M Buy
16,700
+10,200
+157% +$767K 0.01% 848
2014
Q2 		$478K Hold
6,500
– – 0.01% 1241
2014
Q1 		$436K Buy
6,500
+1,100
+20% +$71.5K 0.01% 1300
2013
Q4 		$360K Buy
+5,400
New +$368K ﹤0.01% 1381

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.