CH
BMO icon

Cromwell Holdings’s Bank of Montreal BMO Stock Holding History

Cromwell Holdings’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 		$307K Hold
1,739
– – 0.14% 131
2026
Q1 		$235K Hold
1,739
– – 0.13% 154
2025
Q4 		$226K Hold
1,739
– – 0.12% 155
2025
Q3 		$227K Hold
1,739
– – 0.12% 156
2025
Q2 		$192K Hold
1,739
– – 0.12% 174
2025
Q1 		$166K Hold
1,739
– – 0.11% 190
2024
Q4 		$169K Hold
1,739
– – 0.1% 190
2024
Q3 		$157K Buy
1,739
+473
+37% +$40.4K 0.1% 206
2024
Q2 		$106K Buy
+1,266
New +$115K 0.06% 273

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

Cromwell Holdings's BMO Position: Q2 2026 in Review

Cromwell Holdings held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,739 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #131.

Cromwell Holdings first reported a position in BMO in Q2 2024 and has held it in 9 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Cromwell Holdings held 1,739 shares of Bank of Montreal worth $307K as of Q2 2026.
  • Cromwell Holdings left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.14% of Cromwell Holdings's portfolio in Q2 2026, its #131 holding.
  • Cromwell Holdings first reported a position in Bank of Montreal in Q2 2024 and has held it in 9 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.