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Diversified Trust’s Bank of Montreal BMO Stock Holding History

Diversified Trust’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
Q2 		$492K Sell
2,784
-377
-12% -$59.3K 0.01% 754
2026
Q1 		$428K Buy
3,161
+421
+15% +$58.5K 0.01% 737
2025
Q4 		$356K Sell
2,740
-575
-17% -$72.8K 0.01% 774
2025
Q3 		$432K Buy
3,315
+247
+8% +$29.2K 0.01% 689
2025
Q2 		$339K Buy
3,068
+72
+2% +$7.26K 0.01% 718
2025
Q1 		$286K Sell
2,996
-29
-1% -$2.87K 0.01% 747
2024
Q4 		$294K Buy
3,025
+6
+0.2% +$567 0.01% 749
2024
Q3 		$272K Buy
3,019
+31
+1% +$2.65K 0.01% 752
2024
Q2 		$251K Buy
2,988
+29
+1% +$2.63K 0.01% 727
2024
Q1 		$289K Hold
2,959
– – 0.01% 658
2023
Q4 		$293K Sell
2,959
-93
-3% -$7.76K 0.01% 667
2023
Q3 		$257K Buy
3,052
+79
+3% +$6.94K 0.01% 684
2023
Q2 		$268K Buy
+2,973
New +$263K 0.01% 674
2023
Q1 		– Sell
-2,213
Closed -$200K – 829
2022
Q4 		$200K Buy
+2,213
New +$205K 0.01% 726
2022
Q3 		– Sell
-2,159
Closed -$208K – 778
2022
Q2 		$208K Sell
2,159
-9
-0.4% -$956 0.01% 674
2022
Q1 		$256K Hold
2,168
– – 0.01% 673
2021
Q4 		$234K Hold
2,168
– – 0.01% 718
2021
Q3 		$216K Buy
2,168
+20
+0.9% +$2.01K 0.01% 695
2021
Q2 		$220K Buy
+2,148
New +$212K 0.01% 676

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Diversified Trust's BMO Position: Q2 2026 in Review

Diversified Trust reduced its Bank of Montreal (BMO) stake by 12% in Q2 2026, selling an estimated $59.3K and leaving 2,784 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #754.

Diversified Trust first reported a position in BMO in Q2 2021 and has held it in 19 quarters since. 121 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Diversified Trust held 2,784 shares of Bank of Montreal worth $492K as of Q2 2026.
  • Diversified Trust sold 377 Bank of Montreal shares in Q2 2026, an estimated $59.3K.
  • Bank of Montreal made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #754 holding.
  • Diversified Trust first reported a position in Bank of Montreal in Q2 2021 and has held it in 19 quarters since.
  • 121 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.