Certuity’s Bank of Montreal BMO Stock Holding History

Certuity’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	$695K	Sell	3,936 -216	-5%	-$34K	0.03%	251
2026 Q1	$562K	Sell	4,152 -48	-1%	-$6.67K	0.04%	264
2025 Q4	$545K	Sell	4,200 -278	-6%	-$35.2K	0.03%	260
2025 Q3	$583K	Hold	4,478	–	–	0.04%	233
2025 Q2	$495K	Buy	4,478 +9	+0.2%	+$907	0.05%	205
2025 Q1	$427K	Buy	4,469 +2	+0%	+$198	0.04%	207
2024 Q4	$433K	Buy	4,467 +538	+14%	+$50.9K	0.05%	196
2024 Q3	$354K	Hold	3,929	–	–	0.04%	229
2024 Q2	$329K	Buy	3,929 +79	+2%	+$7.17K	0.03%	239
2024 Q1	$376K	Hold	3,850	–	–	0.03%	206
2023 Q4	$381K	Buy	+3,850	New	+$321K	0.04%	215
2021 Q2	–	Sell	-4,552	Closed	-$406K	–	356
2021 Q1	$406K	Buy	+4,552	New	+$371K	0.11%	141

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

Certuity's BMO Position: Q2 2026 in Review

Certuity reduced its Bank of Montreal (BMO) stake by 5.2% in Q2 2026, selling an estimated $34K and leaving 3,936 shares worth $695K. The position accounts for 0.03% of the portfolio, ranked #251.

Certuity first reported a position in BMO in Q1 2021 and has held it in 12 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Certuity held 3,936 shares of Bank of Montreal worth $695K as of Q2 2026.
Certuity sold 216 Bank of Montreal shares in Q2 2026, an estimated $34K.
Bank of Montreal made up 0.03% of Certuity's portfolio in Q2 2026, its #251 holding.
Certuity first reported a position in Bank of Montreal in Q1 2021 and has held it in 12 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.