Creative Planning
BMO icon

Creative Planning’s Bank of Montreal BMO Stock Holding History

Creative Planning’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 		$10.6M Buy
78,353
+13,083
+20% +$1.82M 0.01% 667
2025
Q4 		$8.47M Buy
65,270
+2,973
+5% +$376K 0.01% 688
2025
Q3 		$8.11M Buy
62,297
+13,840
+29% +$1.64M 0.01% 651
2025
Q2 		$5.36M Sell
48,457
-847
-2% -$85.4K ﹤0.01% 730
2025
Q1 		$4.71M Buy
49,304
+3,304
+7% +$327K ﹤0.01% 735
2024
Q4 		$4.46M Buy
46,000
+11,769
+34% +$1.11M ﹤0.01% 702
2024
Q3 		$3.09M Buy
34,231
+4,918
+17% +$420K ﹤0.01% 844
2024
Q2 		$2.46M Buy
29,313
+325
+1% +$29.5K ﹤0.01% 901
2024
Q1 		$2.83M Buy
28,988
+2,743
+10% +$259K ﹤0.01% 824
2023
Q4 		$2.6M Sell
26,245
-3,140
-11% -$262K ﹤0.01% 802
2023
Q3 		$2.48M Buy
29,385
+6,279
+27% +$552K ﹤0.01% 767
2023
Q2 		$2.09M Buy
23,106
+2,629
+13% +$232K ﹤0.01% 793
2023
Q1 		$1.82M Buy
20,477
+4,270
+26% +$405K ﹤0.01% 814
2022
Q4 		$1.47M Sell
16,207
-523
-3% -$48.4K ﹤0.01% 855
2022
Q3 		$1.47M Buy
16,730
+4,038
+32% +$390K ﹤0.01% 801
2022
Q2 		$1.22M Buy
12,692
+1,121
+10% +$119K ﹤0.01% 888
2022
Q1 		$1.36M Buy
11,571
+72
+0.6% +$8.35K ﹤0.01% 852
2021
Q4 		$1.24M Buy
11,499
+646
+6% +$69.6K ﹤0.01% 860
2021
Q3 		$1.08M Sell
10,853
-22,274
-67% -$2.24M ﹤0.01% 910
2021
Q2 		$3.4M Buy
33,127
+26,412
+393% +$2.61M 0.01% 506
2021
Q1 		$598K Buy
6,715
+467
+7% +$38.1K ﹤0.01% 1310
2020
Q4 		$475K Sell
6,248
-964
-13% -$66K ﹤0.01% 1353
2020
Q3 		$421K Buy
7,212
+71
+1% +$4.11K ﹤0.01% 1223
2020
Q2 		$379K Sell
7,141
-6,701
-48% -$342K ﹤0.01% 1177
2020
Q1 		$696K Buy
13,842
+6,161
+80% +$418K ﹤0.01% 792
2019
Q4 		$595K Sell
7,681
-1,704
-18% -$128K ﹤0.01% 1021
2019
Q3 		$692K Buy
9,385
+1,405
+18% +$102K ﹤0.01% 911
2019
Q2 		$602K Sell
7,980
-2,240
-22% -$171K ﹤0.01% 975
2019
Q1 		$765K Sell
10,220
-1,163
-10% -$86K ﹤0.01% 842
2018
Q4 		$744K Buy
11,383
+555
+5% +$41.1K ﹤0.01% 788
2018
Q3 		$894K Sell
10,828
-921
-8% -$74.1K ﹤0.01% 809
2018
Q2 		$908K Sell
11,749
-2
-0% -$154 ﹤0.01% 798
2018
Q1 		$888K Buy
11,751
+574
+5% +$45.2K ﹤0.01% 798
2017
Q4 		$894K Sell
11,177
-209
-2% -$16.3K ﹤0.01% 795
2017
Q3 		$862K Buy
11,386
+2,124
+23% +$158K ﹤0.01% 789
2017
Q2 		$680K Buy
9,262
+601
+7% +$42.5K ﹤0.01% 862
2017
Q1 		$648K Sell
8,661
-571
-6% -$43.1K ﹤0.01% 850
2016
Q4 		$664K Buy
9,232
+2,419
+36% +$161K ﹤0.01% 795
2016
Q3 		$447K Buy
6,813
+4,182
+159% +$272K ﹤0.01% 952
2016
Q2 		$167K Sell
2,631
-2,117
-45% -$134K ﹤0.01% 1343
2016
Q1 		$288K Sell
4,748
-593
-11% -$32.5K ﹤0.01% 1013
2015
Q4 		$301K Sell
5,341
-1,018
-16% -$58.6K ﹤0.01% 988
2015
Q3 		$347K Buy
+6,359
New +$349K ﹤0.01% 898
2015
Q2 		– Sell
-6,956
Closed -$417K – 1323
2015
Q1 		$417K Buy
6,956
+2,232
+47% +$138K ﹤0.01% 815
2014
Q4 		$334K Sell
4,724
-4,300
-48% -$308K ﹤0.01% 886
2014
Q3 		$664K Buy
9,024
+5,520
+158% +$415K 0.01% 554
2014
Q2 		$258K Sell
3,504
-981
-22% -$68.4K ﹤0.01% 915
2014
Q1 		$301K Buy
4,485
+862
+24% +$56K ﹤0.01% 817
2013
Q4 		$242K Sell
3,623
-481
-12% -$32.7K ﹤0.01% 777
2013
Q3 		$274K Sell
4,104
-149
-4% -$9.35K 0.01% 644
2013
Q2 		$247K Buy
+4,253
New +$258K 0.01% 609

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 $123B AUM 34.51% 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 $112B AUM 31.26% 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

Creative Planning's BMO Position: Q1 2026 in Review

Creative Planning increased its Bank of Montreal (BMO) stake by 20% in Q1 2026, buying an estimated $1.82M and bringing the position to 78,353 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #667.

Creative Planning first reported a position in BMO in Q2 2013 and has held it in 51 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Creative Planning held 78,353 shares of Bank of Montreal worth $10.6M as of Q1 2026.
  • Creative Planning bought 13,083 Bank of Montreal shares in Q1 2026, an estimated $1.82M.
  • Bank of Montreal made up 0.01% of Creative Planning's portfolio in Q1 2026, its #667 holding.
  • Creative Planning first reported a position in Bank of Montreal in Q2 2013 and has held it in 51 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.