Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Bank of Montreal BMO Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$283M Buy
2,090,424
+20,879
+1% +$2.9M 0.65% 26
2025
Q4 		$269M Sell
2,069,545
-210,310
-9% -$26.6M 0.7% 26
2025
Q3 		$297M Buy
2,279,855
+305,692
+15% +$36.2M 0.94% 22
2025
Q2 		$219M Buy
1,974,163
+43,257
+2% +$4.36M 0.77% 26
2025
Q1 		$184M Buy
1,930,906
+103,149
+6% +$10.2M 0.8% 25
2024
Q4 		$177M Sell
1,827,757
-157,299
-8% -$14.9M 0.8% 26
2024
Q3 		$179M Sell
1,985,056
-1,281,338
-39% -$109M 0.87% 24
2024
Q2 		$274M Sell
3,266,394
-1,186,650
-27% -$108M 1.15% 24
2024
Q1 		$435M Buy
4,453,044
+473,084
+12% +$44.7M 1.87% 10
2023
Q4 		$394M Buy
3,979,960
+527,935
+15% +$44.1M 1.84% 9
2023
Q3 		$291M Buy
3,452,025
+54,324
+2% +$4.77M 1.52% 12
2023
Q2 		$307M Sell
3,397,701
-377,358
-10% -$33.4M 1.53% 12
2023
Q1 		$336M Sell
3,775,059
-1,063,346
-22% -$101M 1.82% 11
2022
Q4 		$438M Sell
4,838,405
-137,702
-3% -$12.7M 2.52% 6
2022
Q3 		$436M Sell
4,976,107
-483,788
-9% -$46.8M 2.85% 4
2022
Q2 		$525M Sell
5,459,895
-50,254
-0.9% -$5.34M 3.19% 5
2022
Q1 		$648M Buy
5,510,149
+652,174
+13% +$75.6M 3.18% 4
2021
Q4 		$523M Buy
4,857,975
+66,165
+1% +$7.13M 2.56% 5
2021
Q3 		$478M Buy
4,791,810
+320,990
+7% +$32.3M 2.49% 5
2021
Q2 		$458M Buy
4,470,820
+62,881
+1% +$6.21M 2.33% 5
2021
Q1 		$393M Buy
4,407,939
+23,445
+0.5% +$1.91M 2.19% 8
2020
Q4 		$333M Buy
4,384,494
+1,391,395
+46% +$95.2M 1.97% 9
2020
Q3 		$175M Buy
2,993,099
+1,010,465
+51% +$58.5M 1.16% 15
2020
Q2 		$106M Sell
1,982,634
-935,532
-32% -$47.7M 0.74% 27
2020
Q1 		$147M Buy
2,918,166
+92,049
+3% +$6.24M 1.32% 15
2019
Q4 		$219M Sell
2,826,117
-274,253
-9% -$20.6M 1.51% 11
2019
Q3 		$229M Sell
3,100,370
-996,962
-24% -$72.6M 1.57% 12
2019
Q2 		$310M Sell
4,097,332
-447,681
-10% -$34.2M 1.99% 8
2019
Q1 		$340M Sell
4,545,013
-789,061
-15% -$58.4M 2.24% 7
2018
Q4 		$348M Sell
5,334,074
-122,396
-2% -$9.07M 2.37% 7
2018
Q3 		$450M Buy
5,456,470
+369,210
+7% +$29.7M 2.55% 6
2018
Q2 		$393M Sell
5,087,260
-97,900
-2% -$7.54M 2.21% 6
2018
Q1 		$391M Sell
5,185,160
-377,025
-7% -$29.7M 2.37% 6
2017
Q4 		$447M Sell
5,562,185
-629,189
-10% -$49.1M 2.61% 5
2017
Q3 		$467M Sell
6,191,374
-617,803
-9% -$46.1M 2.81% 6
2017
Q2 		$499M Buy
6,809,177
+308,340
+5% +$21.8M 3.28% 4
2017
Q1 		$484M Buy
6,500,837
+467,937
+8% +$35.3M 3.18% 5
2016
Q4 		$434M Buy
6,032,900
+1,500,435
+33% +$100M 2.98% 6
2016
Q3 		$296M Buy
4,532,465
+325,359
+8% +$21.1M 2.07% 8
2016
Q2 		$265M Sell
4,207,106
-789,475
-16% -$50M 1.94% 12
2016
Q1 		$305M Buy
4,996,581
+149,145
+3% +$8.17M 2.36% 10
2015
Q4 		$272M Buy
4,847,436
+684,915
+16% +$39.4M 2.28% 11
2015
Q3 		$226M Buy
4,162,521
+230,200
+6% +$12.6M 1.83% 14
2015
Q2 		$233M Sell
3,932,321
-649,197
-14% -$40.8M 2.12% 11
2015
Q1 		$275M Buy
4,581,518
+229,475
+5% +$14.2M 2.31% 12
2014
Q4 		$309M Buy
4,352,043
+587,789
+16% +$42.1M 2.5% 11
2014
Q3 		$278M Buy
3,764,254
+1,155,650
+44% +$86.9M 2.25% 13
2014
Q2 		$205M Buy
2,608,604
+311,545
+14% +$21.7M 1.45% 23
2014
Q1 		$170M Buy
2,297,059
+69,399
+3% +$4.51M 1.24% 24
2013
Q4 		$158M Sell
2,227,660
-113,600
-5% -$7.73M 1.23% 23
2013
Q3 		$161M Buy
2,341,260
+47,225
+2% +$2.96M 1.44% 20
2013
Q2 		$140M Buy
+2,294,035
New +$139M 1.34% 25

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s BMO Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Bank of Montreal (BMO) stake by 1% in Q1 2026, buying an estimated $2.9M and bringing the position to 2,090,424 shares worth $283M. The position accounts for 0.65% of the portfolio, ranked #26.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $648M in Q1 2022. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 2,090,424 shares of Bank of Montreal worth $283M as of Q1 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 20,879 Bank of Montreal shares in Q1 2026, an estimated $2.9M.
  • Bank of Montreal made up 0.65% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #26 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Bank of Montreal position peaked at $648M in Q1 2022.
  • 636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.