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Colonial Trust’s Bank of Montreal BMO Stock Holding History

Colonial Trust’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 		– Sell
-7
Closed -$921 – 1139
2026
Q1 		$921 Sell
7
-3
-30% -$417 ﹤0.01% 1069
2025
Q4 		$1.3K Sell
10
-5
-33% -$633 ﹤0.01% 1019
2025
Q3 		$1.95K Hold
15
– – ﹤0.01% 995
2025
Q2 		$1.64K Sell
15
-1
-6% -$101 ﹤0.01% 996
2025
Q1 		$1.52K Hold
16
– – ﹤0.01% 990
2024
Q4 		$1.55K Buy
+16
New +$1.51K ﹤0.01% 1235

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Colonial Trust's BMO Position: Q2 2026 in Review

Colonial Trust sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 7 shares — an estimated $921 sold.

Colonial Trust first reported a position in BMO in Q4 2024 and held it in 6 quarters. The position peaked at $1.95K in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Colonial Trust reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Colonial Trust sold 7 Bank of Montreal shares in Q2 2026, an estimated $921.
  • Colonial Trust first reported a position in Bank of Montreal in Q4 2024 and held it in 6 quarters.
  • Colonial Trust's Bank of Montreal position peaked at $1.95K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.