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Crossmark Global Holdings’s Bank of Montreal BMO Stock Holding History

Crossmark Global 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 		$2.09M Sell
11,824
-2,066
-15% -$325K 0.03% 447
2026
Q1 		$1.88M Sell
13,890
-2,086
-13% -$290K 0.03% 450
2025
Q4 		$2.07M Sell
15,976
-8,661
-35% -$1.1M 0.03% 427
2025
Q3 		$3.21M Buy
24,637
+1,917
+8% +$227K 0.05% 330
2025
Q2 		$2.51M Buy
22,720
+708
+3% +$71.4K 0.04% 372
2025
Q1 		$2.1M Sell
22,012
-2,118
-9% -$209K 0.04% 409
2024
Q4 		$2.34M Sell
24,130
-2,773
-10% -$262K 0.04% 361
2024
Q3 		$2.43M Sell
26,903
-14,755
-35% -$1.26M 0.04% 366
2024
Q2 		$3.49M Sell
41,658
-2,470
-6% -$224K 0.07% 288
2024
Q1 		$4.31M Sell
44,128
-1,848
-4% -$174K 0.08% 257
2023
Q4 		$4.55M Buy
45,976
+2,038
+5% +$170K 0.09% 235
2023
Q3 		$3.6M Buy
43,938
+753
+2% +$66.2K 0.08% 264
2023
Q2 		$3.97M Sell
43,185
-5,193
-11% -$459K 0.09% 257
2023
Q1 		$4.31M Sell
48,378
-1,866
-4% -$177K 0.1% 232
2022
Q4 		$4.55M Sell
50,244
-3,127
-6% -$289K 0.11% 215
2022
Q3 		$4.68M Buy
53,371
+2,697
+5% +$261K 0.13% 192
2022
Q2 		$4.87M Buy
50,674
+2,440
+5% +$259K 0.13% 192
2022
Q1 		$5.69M Buy
48,234
+3,047
+7% +$353K 0.13% 185
2021
Q4 		$4.87M Buy
45,187
+1,294
+3% +$139K 0.11% 207
2021
Q3 		$4.38M Buy
43,893
+746
+2% +$75.1K 0.1% 210
2021
Q2 		$4.42M Sell
43,147
-5,943
-12% -$587K 0.1% 210
2021
Q1 		$4.38M Sell
49,090
-4,855
-9% -$396K 0.11% 203
2020
Q4 		$4.1M Sell
53,945
-1,061
-2% -$72.6K 0.1% 212
2020
Q3 		$3.21M Sell
55,006
-1,794
-3% -$104K 0.09% 241
2020
Q2 		$3.01M Buy
56,800
+1,252
+2% +$63.8K 0.09% 252
2020
Q1 		$2.79M Buy
55,548
+4,716
+9% +$320K 0.1% 230
2019
Q4 		$3.94M Buy
50,832
+516
+1% +$38.8K 0.11% 216
2019
Q3 		$3.71M Sell
50,316
-6,870
-12% -$501K 0.11% 222
2019
Q2 		$4.32M Sell
57,186
-1,865
-3% -$143K 0.12% 203
2019
Q1 		$4.42M Sell
59,051
-22
-0% -$1.63K 0.13% 199
2018
Q4 		$3.86M Buy
59,073
+184
+0.3% +$13.6K 0.12% 212
2018
Q3 		$4.86M Buy
58,889
+8,244
+16% +$663K 0.12% 201
2018
Q2 		$3.91M Sell
50,645
-12,094
-19% -$931K 0.11% 226
2018
Q1 		$4.74M Sell
62,739
-5,790
-8% -$455K 0.12% 205
2017
Q4 		$5.48M Sell
68,529
-2,246
-3% -$175K 0.13% 191
2017
Q3 		$5.36M Buy
+70,775
New +$5.28M 0.14% 185
2016
Q3 		$5.36M Buy
+70,775
New +$4.6M 0.14% 185

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Crossmark Global Holdings's BMO Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Bank of Montreal (BMO) stake by 15% in Q2 2026, selling an estimated $325K and leaving 11,824 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #447.

Crossmark Global Holdings first reported a position in BMO in Q3 2016 and has held it in 37 quarters since. The position peaked at $5.69M in Q1 2022. 99 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Crossmark Global Holdings held 11,824 shares of Bank of Montreal worth $2.09M as of Q2 2026.
  • Crossmark Global Holdings sold 2,066 Bank of Montreal shares in Q2 2026, an estimated $325K.
  • Bank of Montreal made up 0.03% of Crossmark Global Holdings's portfolio in Q2 2026, its #447 holding.
  • Crossmark Global Holdings first reported a position in Bank of Montreal in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Bank of Montreal position peaked at $5.69M in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.