DCM
BMO icon

Donaldson Capital Management’s Bank of Montreal BMO Stock Holding History

Donaldson Capital Management’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 		$364K Buy
+2,058
New +$323K 0.01% 248
2015
Q1 		– Sell
-3,090
Closed -$219K – 143
2014
Q4 		$219K Buy
3,090
+90
+3% +$6.44K 0.03% 140
2014
Q3 		$221K Buy
3,000
+50
+2% +$3.76K 0.04% 127
2014
Q2 		$217K Buy
+2,950
New +$206K 0.03% 134

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

Donaldson Capital Management's BMO Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in Bank of Montreal (BMO) in Q2 2026: 2,058 shares worth $364K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: Donaldson Capital Management previously reported a position in BMO as recently as Q4 2014.

Donaldson Capital Management first reported a position in BMO in Q2 2014 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Donaldson Capital Management held 2,058 shares of Bank of Montreal worth $364K as of Q2 2026.
  • Bank of Montreal was a new Donaldson Capital Management position in Q2 2026.
  • Bank of Montreal made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #248 holding.
  • Donaldson Capital Management first reported a position in Bank of Montreal in Q2 2014 and has held it in 4 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.