Cerity Partners
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Cerity Partners’s Bank of Montreal BMO Stock Holding History

Cerity 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 		$3.63M Buy
20,532
+456
+2% +$71.7K ﹤0.01% 1262
2026
Q1 		$2.72M Buy
20,076
+1,997
+11% +$277K ﹤0.01% 1312
2025
Q4 		$2.35M Buy
18,079
+3,844
+27% +$487K ﹤0.01% 1305
2025
Q3 		$1.85M Buy
14,235
+1,871
+15% +$222K ﹤0.01% 1330
2025
Q2 		$1.37M Buy
12,364
+167
+1% +$16.8K ﹤0.01% 1378
2025
Q1 		$1.16M Buy
12,197
+1,281
+12% +$127K ﹤0.01% 1360
2024
Q4 		$1.03M Sell
10,916
-23
-0.2% -$2.17K ﹤0.01% 1393
2024
Q3 		$987K Buy
10,939
+5,705
+109% +$487K ﹤0.01% 1399
2024
Q2 		$439K Sell
5,234
-5,303
-50% -$482K ﹤0.01% 1605
2024
Q1 		$1.03M Buy
10,537
+4,078
+63% +$385K ﹤0.01% 1261
2023
Q4 		$639K Buy
+6,459
New +$539K ﹤0.01% 1167
2023
Q1 		– Sell
-2,272
Closed -$206K – 1855
2022
Q4 		$206K Sell
2,272
-874
-28% -$80.9K ﹤0.01% 1331
2022
Q3 		$276K Buy
3,146
+687
+28% +$66.4K ﹤0.01% 929
2022
Q2 		$237K Buy
+2,459
New +$261K ﹤0.01% 1017

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cerity Partners's BMO Position: Q2 2026 in Review

Cerity Partners increased its Bank of Montreal (BMO) stake by 2.3% in Q2 2026, buying an estimated $71.7K and bringing the position to 20,532 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Cerity Partners first reported a position in BMO in Q2 2022 and has held it in 14 quarters since. 628 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Cerity Partners held 20,532 shares of Bank of Montreal worth $3.63M as of Q2 2026.
  • Cerity Partners bought 456 Bank of Montreal shares in Q2 2026, an estimated $71.7K.
  • Bank of Montreal made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1262 holding.
  • Cerity Partners first reported a position in Bank of Montreal in Q2 2022 and has held it in 14 quarters since.
  • 628 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.