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 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 $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Certuity's BMO Position: Q1 2026 in Review

Certuity reduced its Bank of Montreal (BMO) stake by 1.1% in Q1 2026, selling an estimated $6.67K and leaving 4,152 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #264.

Certuity first reported a position in BMO in Q1 2021 and has held it in 11 quarters since. The position peaked at $583K in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Certuity held 4,152 shares of Bank of Montreal worth $562K as of Q1 2026.
Certuity sold 48 Bank of Montreal shares in Q1 2026, an estimated $6.67K.
Bank of Montreal made up 0.04% of Certuity's portfolio in Q1 2026, its #264 holding.
Certuity first reported a position in Bank of Montreal in Q1 2021 and has held it in 11 quarters since.
Certuity's Bank of Montreal position peaked at $583K in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.