Curi RMB Capital’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $855K | Buy |
4,841
+115
| +2% | +$18.1K | 0.01% | 481 |
|
|
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
Curi RMB Capital's BMO Position: Q2 2026 in Review
Curi RMB Capital increased its Bank of Montreal (BMO) stake by 2.4% in Q2 2026, buying an estimated $18.1K and bringing the position to 4,841 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #481.
Curi RMB Capital first reported a position in BMO in Q2 2013 and has held it in 29 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.
- Curi RMB Capital held 4,841 shares of Bank of Montreal worth $855K as of Q2 2026.
- Curi RMB Capital bought 115 Bank of Montreal shares in Q2 2026, an estimated $18.1K.
- Bank of Montreal made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #481 holding.
- Curi RMB Capital first reported a position in Bank of Montreal in Q2 2013 and has held it in 29 quarters since.
- 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.
Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.