CX Institutional’s Bank of Montreal BMO Stock Holding History

CX Institutional’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 Q3	$93K	Hold	554	–	–	﹤0.01%	886
2026 Q2	$98K	Sell	554 -16	-3%	-$2.52K	﹤0.01%	865
2026 Q1	$77K	Hold	570	–	–	﹤0.01%	897
2025 Q4	$74K	Sell	570 -173	-23%	-$21.9K	﹤0.01%	901
2025 Q3	$97K	Buy	743 +302	+68%	+$35.8K	﹤0.01%	826
2025 Q2	$49K	Hold	441	–	–	﹤0.01%	856
2025 Q1	$42K	Buy	+441	New	+$43.6K	﹤0.01%	859
2022 Q3	–	Sell	-33	Closed	-$3K	–	534
2022 Q2	$3K	Buy	+33	New	+$3.51K	﹤0.01%	1060

Other funds holding BMO

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

CX Institutional's BMO Position: Q3 2026 in Review

CX Institutional held its Bank of Montreal (BMO) position steady in Q3 2026 at 554 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

CX Institutional first reported a position in BMO in Q2 2022 and has held it in 8 quarters since. The position peaked at $98K in Q2 2026. 152 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

CX Institutional held 554 shares of Bank of Montreal worth $93K as of Q3 2026.
CX Institutional left its Bank of Montreal share count unchanged in Q3 2026.
Bank of Montreal made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #886 holding.
CX Institutional first reported a position in Bank of Montreal in Q2 2022 and has held it in 8 quarters since.
CX Institutional's Bank of Montreal position peaked at $98K in Q2 2026.
152 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.