Capital World Investors’s Bank of Montreal BMO Stock Holding History

Capital World Investors’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	$4.61M	Buy	+26,072	New	+$4.1M	﹤0.01%	596
2025 Q3	–	Sell	-9,749	Closed	-$1.08M	–	578
2025 Q2	$1.08M	Hold	9,749	–	–	﹤0.01%	552
2025 Q1	$931K	Hold	9,749	–	–	﹤0.01%	533
2024 Q4	$946K	Hold	9,749	–	–	﹤0.01%	516
2024 Q3	$880K	Hold	9,749	–	–	﹤0.01%	505
2024 Q2	$818K	Hold	9,749	–	–	﹤0.01%	503
2024 Q1	$952K	Hold	9,749	–	–	﹤0.01%	504
2023 Q4	$965K	Hold	9,749	–	–	﹤0.01%	492
2023 Q3	$822K	Buy	9,749 +128	+1%	+$11.3K	﹤0.01%	503
2023 Q2	$869K	Buy	9,621 +119	+1%	+$10.5K	﹤0.01%	497
2023 Q1	$846K	Buy	9,502 +104	+1%	+$9.87K	﹤0.01%	504
2022 Q4	$851K	Buy	9,398 +99	+1%	+$9.16K	﹤0.01%	526
2022 Q3	$815K	Buy	9,299 +99	+1%	+$9.57K	﹤0.01%	534
2022 Q2	$885K	Buy	+9,200	New	+$978K	﹤0.01%	548
2018 Q4	–	Sell	-280,000	Closed	-$23.1M	–	528
2018 Q3	$23.1M	Buy	+280,000	New	+$22.5M	0.01%	459

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

Capital World Investors's BMO Position: Q2 2026 in Review

Capital World Investors opened a new position in Bank of Montreal (BMO) in Q2 2026: 26,072 shares worth $4.61M. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Capital World Investors previously reported a position in BMO as recently as Q2 2025.

Capital World Investors first reported a position in BMO in Q3 2018 and has held it in 15 quarters since. The position peaked at $23.1M in Q3 2018. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Capital World Investors held 26,072 shares of Bank of Montreal worth $4.61M as of Q2 2026.
Bank of Montreal was a new Capital World Investors position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Capital World Investors's portfolio in Q2 2026, its #596 holding.
Capital World Investors first reported a position in Bank of Montreal in Q3 2018 and has held it in 15 quarters since.
Capital World Investors's Bank of Montreal position peaked at $23.1M in Q3 2018.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.