Country Trust Bank’s Bank of Montreal BMO Stock Holding History

Country Trust Bank’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	$11K	Hold	62	–	–	﹤0.01%	346
2026 Q1	$8.39K	Sell	62 -31	-33%	-$4.31K	﹤0.01%	355
2025 Q4	$12.1K	Sell	93 -100	-52%	-$12.7K	﹤0.01%	311
2025 Q3	$25.1K	Buy	193 +34	+21%	+$4.03K	﹤0.01%	245
2025 Q2	$17.6K	Buy	+159	New	+$16K	﹤0.01%	258
2020 Q1	–	Sell	-800	Closed	-$62K	–	284
2019 Q4	$62K	Hold	800	–	–	﹤0.01%	147
2019 Q3	$59K	Hold	800	–	–	﹤0.01%	150
2019 Q2	$60K	Hold	800	–	–	﹤0.01%	144
2019 Q1	$60K	Hold	800	–	–	﹤0.01%	147
2018 Q4	$52K	Buy	+800	New	+$59.3K	﹤0.01%	154

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

Country Trust Bank's BMO Position: Q2 2026 in Review

Country Trust Bank held its Bank of Montreal (BMO) position steady in Q2 2026 at 62 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Country Trust Bank first reported a position in BMO in Q4 2018 and has held it in 10 quarters since. The position peaked at $62K in Q4 2019. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Country Trust Bank held 62 shares of Bank of Montreal worth $11K as of Q2 2026.
Country Trust Bank left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #346 holding.
Country Trust Bank first reported a position in Bank of Montreal in Q4 2018 and has held it in 10 quarters since.
Country Trust Bank's Bank of Montreal position peaked at $62K in Q4 2019.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.