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Caprock Group’s Bank of Montreal BMO Stock Holding History

Caprock Group’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 		$832K Buy
6,149
+1,328
+28% +$185K 0.02% 595
2025
Q4 		$626K Buy
4,821
+57
+1% +$7.22K 0.01% 744
2025
Q3 		$577K Buy
+4,764
New +$564K 0.01% 753
2025
Q1 		$378K Buy
3,959
+774
+24% +$76.5K 0.01% 813
2024
Q4 		$309K Buy
3,185
+139
+5% +$13.1K 0.01% 790
2024
Q3 		$275K Buy
3,046
+244
+9% +$20.8K 0.01% 754
2024
Q2 		$235K Buy
+2,802
New +$254K 0.01% 757
2021
Q1 		– Sell
-2,730
Closed -$208K – 501
2020
Q4 		$208K Buy
+2,730
New +$187K 0.02% 437
2020
Q1 		– Sell
-2,788
Closed -$216K – 364
2019
Q4 		$216K Buy
+2,788
New +$210K 0.04% 315
2018
Q2 		– Sell
-6,855
Closed -$518K – 447
2018
Q1 		$518K Sell
6,855
-1,811
-21% -$142K 0.11% 170
2017
Q4 		$711K Sell
8,666
-2,563
-23% -$200K 0.14% 141
2017
Q3 		$850K Sell
11,229
-35
-0.3% -$2.61K 0.18% 122
2017
Q2 		$827K Buy
11,264
+1,479
+15% +$105K 0.18% 115
2017
Q1 		$732K Buy
9,785
+1,041
+12% +$78.6K 0.17% 115
2016
Q4 		$629K Sell
8,744
-4,795
-35% -$320K 0.16% 119
2016
Q3 		$888K Sell
13,539
-150
-1% -$9.75K 0.2% 112
2016
Q2 		$868K Sell
13,689
-445
-3% -$28.2K 0.21% 112
2016
Q1 		$858K Buy
+14,134
New +$774K 0.2% 110

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

Caprock Group's BMO Position: Q1 2026 in Review

Caprock Group increased its Bank of Montreal (BMO) stake by 28% in Q1 2026, buying an estimated $185K and bringing the position to 6,149 shares worth $832K. The position accounts for 0.02% of the portfolio, ranked #595.

Caprock Group first reported a position in BMO in Q1 2016 and has held it in 18 quarters since. The position peaked at $888K in Q3 2016. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Caprock Group held 6,149 shares of Bank of Montreal worth $832K as of Q1 2026.
  • Caprock Group bought 1,328 Bank of Montreal shares in Q1 2026, an estimated $185K.
  • Bank of Montreal made up 0.02% of Caprock Group's portfolio in Q1 2026, its #595 holding.
  • Caprock Group first reported a position in Bank of Montreal in Q1 2016 and has held it in 18 quarters since.
  • Caprock Group's Bank of Montreal position peaked at $888K in Q3 2016.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.