CCP
BMO icon

Clarkston Capital Partners’s Bank of Montreal BMO Stock Holding History

Clarkston Capital 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
Q1 		– Sell
-1,775
Closed -$230K – 111
2025
Q4 		$230K Hold
1,775
– – 0.01% 167
2025
Q3 		$231K Buy
+1,775
New +$210K 0.01% 151

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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarkston Capital Partners's BMO Position: Q1 2026 in Review

Clarkston Capital Partners sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 1,775 shares — an estimated $230K sold.

Clarkston Capital Partners first reported a position in BMO in Q3 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 638 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Clarkston Capital Partners reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
  • Clarkston Capital Partners sold 1,775 Bank of Montreal shares in Q1 2026, an estimated $230K.
  • Clarkston Capital Partners first reported a position in Bank of Montreal in Q3 2025 and held it in 2 quarters.
  • Clarkston Capital Partners's Bank of Montreal position peaked at $231K in Q3 2025.
  • 638 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.