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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 $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

D.A. Davidson & Co's BMO Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Bank of Montreal (BMO) stake by 20% in Q2 2026, selling an estimated $296K and leaving 7,448 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #880.

D.A. Davidson & Co first reported a position in BMO in Q2 2013 and has held it in 47 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • D.A. Davidson & Co held 7,448 shares of Bank of Montreal worth $1.32M as of Q2 2026.
  • D.A. Davidson & Co sold 1,883 Bank of Montreal shares in Q2 2026, an estimated $296K.
  • Bank of Montreal made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #880 holding.
  • D.A. Davidson & Co first reported a position in Bank of Montreal in Q2 2013 and has held it in 47 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.