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

Cary Street Partners’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	$654K	Hold	3,700	–	–	0.01%	598
2026 Q1	$501K	Hold	3,700	–	–	0.01%	599
2025 Q4	$480K	Hold	3,700	–	–	0.01%	607
2025 Q3	$482K	Sell	3,700 -109	-3%	-$12.9K	0.01%	573
2025 Q2	$421K	Buy	3,809 +17	+0.4%	+$1.71K	0.01%	597
2025 Q1	$362K	Sell	3,792 -127	-3%	-$12.6K	0.01%	605
2024 Q4	$380K	Buy	+3,919	New	+$370K	0.01%	560

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

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

Cary Street Partners held its Bank of Montreal (BMO) position steady in Q2 2026 at 3,700 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #598.

Cary Street Partners first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Cary Street Partners held 3,700 shares of Bank of Montreal worth $654K as of Q2 2026.
Cary Street Partners left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #598 holding.
Cary Street Partners first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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