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Curi RMB Capital’s Bank of Montreal BMO Stock Holding History

Curi RMB Capital’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 		$640K Sell
4,726
-122
-3% -$17K 0.01% 537
2025
Q4 		$629K Buy
4,848
+9
+0.2% +$1.14K 0.01% 550
2025
Q3 		$630K Buy
4,839
+116
+2% +$13.7K 0.01% 479
2025
Q2 		$523K Buy
4,723
+2,007
+74% +$202K 0.01% 503
2025
Q1 		$259K Buy
2,716
+452
+20% +$44.7K 0.01% 448
2024
Q4 		$220K Hold
2,264
– – 0.01% 500
2024
Q3 		$204K Buy
+2,264
New +$193K ﹤0.01% 529
2024
Q2 		– Sell
-2,299
Closed -$225K – 531
2024
Q1 		$225K Buy
2,299
+220
+11% +$20.8K 0.01% 536
2023
Q4 		$206K Buy
+2,079
New +$174K 0.01% 495
2022
Q2 		– Sell
-1,965
Closed -$232K – 472
2022
Q1 		$232K Hold
1,965
– – 0.01% 417
2021
Q4 		$212K Buy
+1,965
New +$212K 0.01% 441
2021
Q3 		– Sell
-4,705
Closed -$483K – 444
2021
Q2 		$483K Hold
4,705
– – 0.02% 356
2021
Q1 		$419K Hold
4,705
– – 0.02% 370
2020
Q4 		$358K Hold
4,705
– – 0.01% 477
2020
Q3 		$275K Sell
4,705
-1,258
-21% -$72.8K 0.01% 509
2020
Q2 		$316K Sell
5,963
-208
-3% -$10.6K 0.01% 472
2020
Q1 		$311K Sell
6,171
-593
-9% -$40.2K 0.01% 482
2019
Q4 		$525K Sell
6,764
-3,587
-35% -$270K 0.01% 442
2019
Q3 		$763K Hold
10,351
– – 0.02% 430
2019
Q2 		$781K Buy
10,351
+534
+5% +$40.8K 0.02% 463
2019
Q1 		$734K Buy
9,817
+2,995
+44% +$221K 0.02% 502
2018
Q4 		$446K Buy
6,822
+250
+4% +$18.5K 0.01% 672
2018
Q3 		$543K Sell
6,572
-76
-1% -$6.11K 0.01% 620
2018
Q2 		$514K Buy
6,648
+74
+1% +$5.7K 0.01% 622
2018
Q1 		$497K Sell
6,574
-645
-9% -$50.7K 0.01% 619
2017
Q4 		$578K Buy
+7,219
New +$563K 0.02% 581
2013
Q4 		– Sell
-3,050
Closed -$204K – 366
2013
Q3 		$204K Sell
3,050
-1,057
-26% -$66.3K 0.01% 357
2013
Q2 		$239K Buy
+4,107
New +$249K 0.02% 316

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

Curi RMB Capital's BMO Position: Q1 2026 in Review

Curi RMB Capital reduced its Bank of Montreal (BMO) stake by 2.5% in Q1 2026, selling an estimated $17K and leaving 4,726 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #537.

Curi RMB Capital first reported a position in BMO in Q2 2013 and has held it in 28 quarters since. The position peaked at $781K in Q2 2019. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Curi RMB Capital held 4,726 shares of Bank of Montreal worth $640K as of Q1 2026.
  • Curi RMB Capital sold 122 Bank of Montreal shares in Q1 2026, an estimated $17K.
  • Bank of Montreal made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #537 holding.
  • Curi RMB Capital first reported a position in Bank of Montreal in Q2 2013 and has held it in 28 quarters since.
  • Curi RMB Capital's Bank of Montreal position peaked at $781K in Q2 2019.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.