Chicago Partners Investment Group’s Bank of Montreal BMO Stock Holding History

Chicago Partners Investment Group’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	$537K	Buy	+3,043	New	+$478K	0.01%	956
2018 Q4	–	Sell	-2,940	Closed	-$219K	–	397
2018 Q3	$219K	Buy	2,940 +368	+14%	+$29.6K	0.03%	282
2018 Q2	$199K	Buy	2,572 +2,312	+889%	+$178K	0.03%	276
2018 Q1	$20K	Hold	260	–	–	﹤0.01%	628
2017 Q4	$21K	Sell	260 -205	-44%	-$16K	﹤0.01%	601
2017 Q3	$35K	Sell	465 -386	-45%	-$28.8K	0.01%	493
2017 Q2	$62K	Buy	+851	New	+$60.2K	0.02%	349

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

Chicago Partners Investment Group's BMO Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in Bank of Montreal (BMO) in Q2 2026: 3,043 shares worth $537K. The stake represents 0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in BMO as recently as Q3 2018.

Chicago Partners Investment Group first reported a position in BMO in Q2 2017 and has held it in 7 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Chicago Partners Investment Group held 3,043 shares of Bank of Montreal worth $537K as of Q2 2026.
Bank of Montreal was a new Chicago Partners Investment Group position in Q2 2026.
Bank of Montreal made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #956 holding.
Chicago Partners Investment Group first reported a position in Bank of Montreal in Q2 2017 and has held it in 7 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.