Capstone Investment Advisors
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Capstone Investment Advisors’s Bank of Montreal BMO Stock Holding History

Capstone Investment Advisors’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 		– Sell
-4,190
Closed -$567K – 1680
2026
Q1 		$567K Buy
+4,190
New +$582K ﹤0.01% 1087
2024
Q2 		– Sell
-5,547
Closed -$542K – 2100
2024
Q1 		$542K Buy
+5,547
New +$524K ﹤0.01% 1510

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

Capstone Investment Advisors's BMO Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 4,190 shares — an estimated $567K sold.

Capstone Investment Advisors first reported a position in BMO in Q1 2024 and held it in 2 quarters. The position peaked at $567K in Q1 2026. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,190 Bank of Montreal shares in Q2 2026, an estimated $567K.
  • Capstone Investment Advisors first reported a position in Bank of Montreal in Q1 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Bank of Montreal position peaked at $567K in Q1 2026.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.