Cary Street Partners Investment Advisory’s Bank of Montreal BMO Stock Holding History

Cary Street Partners Investment Advisory’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	$69.3K	Sell	392 -23	-6%	-$3.62K	0.01%	552
2026 Q1	$56.2K	Buy	415 +22	+6%	+$3.06K	0.01%	528
2025 Q4	$51K	Sell	393 -341	-46%	-$43.2K	0.01%	510
2025 Q3	$95.6K	Buy	734 +455	+163%	+$53.9K	0.04%	369
2025 Q2	$30.9K	Buy	279 +6	+2%	+$605	0.01%	455
2025 Q1	$26.1K	Buy	273 +190	+229%	+$18.8K	0.02%	423
2024 Q4	$8.05K	Sell	83 -3,731	-98%	-$353K	0.01%	452
2024 Q3	$344K	Buy	3,814 +86	+2%	+$7.34K	0.01%	589
2024 Q2	$313K	Buy	3,728 +28	+0.8%	+$2.54K	0.01%	582
2024 Q1	$361K	Hold	3,700	–	–	0.02%	520
2023 Q4	$366K	Sell	3,700 -600	-14%	-$50.1K	0.02%	487
2023 Q3	$363K	Hold	4,300	–	–	0.02%	439
2023 Q2	$388K	Buy	4,300 +600	+16%	+$53K	0.03%	399
2023 Q1	$330K	Hold	3,700	–	–	0.02%	392
2022 Q4	$335K	Sell	3,700 -190	-5%	-$17.6K	0.02%	387
2022 Q3	$341K	Hold	3,890	–	–	0.03%	368
2022 Q2	$374K	Buy	+3,890	New	+$413K	0.03%	330

Other funds holding BMO

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's BMO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Bank of Montreal (BMO) stake by 5.5% in Q2 2026, selling an estimated $3.62K and leaving 392 shares worth $69.3K. The position accounts for 0.01% of the portfolio, ranked #552.

Cary Street Partners Investment Advisory first reported a position in BMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $388K in Q2 2023. 383 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Cary Street Partners Investment Advisory held 392 shares of Bank of Montreal worth $69.3K as of Q2 2026.
Cary Street Partners Investment Advisory sold 23 Bank of Montreal shares in Q2 2026, an estimated $3.62K.
Bank of Montreal made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #552 holding.
Cary Street Partners Investment Advisory first reported a position in Bank of Montreal in Q2 2022 and has held it in 17 quarters since.
Cary Street Partners Investment Advisory's Bank of Montreal position peaked at $388K in Q2 2023.
383 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.