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D.A. Davidson & Co’s Bank of Montreal BMO Stock Holding History

D.A. Davidson & Co’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 		$1.26M Buy
9,331
+1,851
+25% +$257K 0.01% 845
2025
Q4 		$971K Buy
7,480
+974
+15% +$123K 0.01% 904
2025
Q3 		$847K Buy
6,506
+282
+5% +$33.4K 0.01% 934
2025
Q2 		$689K Sell
6,224
-397
-6% -$40K ﹤0.01% 936
2025
Q1 		$632K Sell
6,621
-1,821
-22% -$180K 0.01% 931
2024
Q4 		$819K Sell
8,442
-160
-2% -$15.1K 0.01% 838
2024
Q3 		$776K Buy
8,602
+113
+1% +$9.64K 0.01% 861
2024
Q2 		$712K Buy
8,489
+10
+0.1% +$908 0.01% 851
2024
Q1 		$828K Sell
8,479
-2,535
-23% -$239K 0.01% 801
2023
Q4 		$1.09M Buy
11,014
+786
+8% +$65.6K 0.01% 687
2023
Q3 		$863K Sell
10,228
-127
-1% -$11.2K 0.01% 721
2023
Q2 		$935K Buy
10,355
+14
+0.1% +$1.24K 0.01% 715
2023
Q1 		$917K Buy
10,341
+4,814
+87% +$457K 0.01% 706
2022
Q4 		$504K Sell
5,527
-38
-0.7% -$3.52K 0.01% 843
2022
Q3 		$492K Buy
5,565
+40
+0.7% +$3.87K 0.01% 820
2022
Q2 		$531K Buy
5,525
+1
+0% +$106 0.01% 802
2022
Q1 		$652K Hold
5,524
– – 0.01% 785
2021
Q4 		$592K Sell
5,524
-234
-4% -$25.2K 0.01% 825
2021
Q3 		$574K Buy
5,758
+24
+0.4% +$2.42K 0.01% 793
2021
Q2 		$588K Hold
5,734
– – 0.01% 789
2021
Q1 		$511K Buy
5,734
+1
+0% +$82 0.01% 800
2020
Q4 		$434K Buy
5,733
+101
+2% +$6.91K 0.01% 758
2020
Q3 		$329K Buy
5,632
+1
+0% +$58 0.01% 747
2020
Q2 		$299K Sell
5,631
-330
-6% -$16.8K 0.01% 751
2020
Q1 		$287K Sell
5,961
-2,993
-33% -$203K 0.01% 761
2019
Q4 		$694K Buy
8,954
+535
+6% +$40.3K 0.01% 605
2019
Q3 		$621K Sell
8,419
-89
-1% -$6.49K 0.01% 601
2019
Q2 		$642K Buy
8,508
+202
+2% +$15.5K 0.01% 578
2019
Q1 		$621K Buy
+8,306
New +$614K 0.01% 629
2017
Q3 		– Sell
-595
Closed -$43K – 1185
2017
Q2 		$43K Sell
595
-35
-6% -$2.48K ﹤0.01% 1576
2017
Q1 		$47K Sell
630
-7,906
-93% -$597K ﹤0.01% 1541
2016
Q4 		$613K Buy
8,536
+8,110
+1,904% +$541K 0.01% 598
2016
Q3 		$27K Sell
426
-9,310
-96% -$605K ﹤0.01% 1757
2016
Q2 		$617K Buy
9,736
+720
+8% +$45.6K 0.02% 493
2016
Q1 		$546K Buy
9,016
+960
+12% +$52.6K 0.02% 506
2015
Q4 		$454K Buy
8,056
+2,128
+36% +$122K 0.01% 566
2015
Q3 		$323K Buy
5,928
+1,770
+43% +$97.2K 0.01% 660
2015
Q2 		$246K Buy
4,158
+2,180
+110% +$137K 0.01% 801
2015
Q1 		$118K Sell
1,978
-338
-15% -$21K ﹤0.01% 1065
2014
Q4 		$163K Hold
2,316
– – 0.01% 944
2014
Q3 		$170K Sell
2,316
-3,874
-63% -$291K 0.01% 925
2014
Q2 		$453K Sell
6,190
-160
-3% -$11.2K 0.02% 626
2014
Q1 		$423K Sell
6,350
-468
-7% -$30.4K 0.02% 645
2013
Q4 		$453K Buy
6,818
+651
+11% +$44.3K 0.02% 605
2013
Q3 		$411K Sell
6,167
-200
-3% -$12.5K 0.02% 543
2013
Q2 		$368K Buy
+6,367
New +$386K 0.02% 534

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

D.A. Davidson & Co's BMO Position: Q1 2026 in Review

D.A. Davidson & Co increased its Bank of Montreal (BMO) stake by 25% in Q1 2026, buying an estimated $257K and bringing the position to 9,331 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #845.

D.A. Davidson & Co first reported a position in BMO in Q2 2013 and has held it in 46 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • D.A. Davidson & Co held 9,331 shares of Bank of Montreal worth $1.26M as of Q1 2026.
  • D.A. Davidson & Co bought 1,851 Bank of Montreal shares in Q1 2026, an estimated $257K.
  • Bank of Montreal made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #845 holding.
  • D.A. Davidson & Co first reported a position in Bank of Montreal in Q2 2013 and has held it in 46 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.