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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
2024
Q1 		– Sell
-10
Closed -$19.5K – 1393
2023
Q4 		$19.5K Hold
10
– – ﹤0.01% 1343
2023
Q3 		$34.9K Hold
10
– – ﹤0.01% 1305
2023
Q2 		$29K Hold
10
– – ﹤0.01% 1320
2023
Q1 		$30.6K Hold
10
– – ﹤0.01% 1321
2022
Q4 		$30.5K Buy
+10
New +$926 ﹤0.01% 1291

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.