Dorsey & Whitney Trust’s Bank of Montreal BMO Stock Holding History

Dorsey & Whitney 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 Q1	$860K	Buy	6,352 +271	+4%	+$37.7K	0.05%	325
2025 Q4	$789K	Buy	6,081 +2	+0%	+$253	0.04%	335
2025 Q3	$792K	Buy	6,079 +4	+0.1%	+$474	0.04%	327
2025 Q2	$672K	Buy	6,075 +8	+0.1%	+$806	0.04%	355
2025 Q1	$579K	Buy	6,067 +5	+0.1%	+$495	0.03%	379
2024 Q4	$588K	Hold	6,062	–	–	0.03%	366
2024 Q3	$547K	Sell	6,062 -105	-2%	-$8.96K	0.03%	379
2024 Q2	$517K	Hold	6,167	–	–	0.04%	347
2024 Q1	$602K	Buy	6,167 +428	+7%	+$40.4K	0.04%	316
2023 Q4	$568K	Buy	5,739 +116	+2%	+$9.68K	0.04%	316
2023 Q3	$474K	Buy	5,623 +88	+2%	+$7.73K	0.04%	323
2023 Q2	$500K	Sell	5,535 -62	-1%	-$5.48K	0.04%	324
2023 Q1	$499K	Buy	5,597 +75	+1%	+$7.12K	0.05%	306
2022 Q4	$500K	Sell	5,522 -138	-2%	-$12.8K	0.05%	300
2022 Q3	$496K	Buy	5,660 +138	+2%	+$13.3K	0.05%	290
2022 Q2	$531K	Sell	5,522 -12	-0.2%	-$1.27K	0.05%	276
2022 Q1	$652K	Buy	5,534 +12	+0.2%	+$1.39K	0.06%	263
2021 Q4	$595K	Hold	5,522	–	–	0.05%	269
2021 Q3	$551K	Hold	5,522	–	–	0.05%	269
2021 Q2	$566K	Hold	5,522	–	–	0.05%	266
2021 Q1	$492K	Hold	5,522	–	–	0.05%	280
2020 Q4	$419K	Hold	5,522	–	–	0.05%	269
2020 Q3	$323K	Hold	5,522	–	–	0.04%	287
2020 Q2	$293K	Buy	5,522 +322	+6%	+$16.4K	0.04%	313
2020 Q1	$261K	Sell	5,200 -156	-3%	-$10.6K	0.04%	299
2019 Q4	$415K	Hold	5,356	–	–	0.06%	260
2019 Q3	$396K	Buy	5,356 +700	+15%	+$51K	0.06%	257
2019 Q2	$352K	Hold	4,656	–	–	0.05%	262
2019 Q1	$349K	Hold	4,656	–	–	0.05%	255
2018 Q4	$304K	Hold	4,656	–	–	0.05%	253
2018 Q3	$384K	Hold	4,656	–	–	0.06%	227
2018 Q2	$360K	Hold	4,656	–	–	0.06%	224
2018 Q1	$352K	Hold	4,656	–	–	0.06%	219
2017 Q4	$372K	Hold	4,656	–	–	0.07%	198
2017 Q3	$353K	Hold	4,656	–	–	0.07%	199
2017 Q2	$341K	Sell	4,656 -30	-0.6%	-$2.12K	0.07%	210
2017 Q1	$350K	Hold	4,686	–	–	0.07%	200
2016 Q4	$337K	Hold	4,686	–	–	0.08%	177
2016 Q3	$307K	Buy	4,686 +30	+0.6%	+$1.95K	0.07%	191
2016 Q2	$295K	Sell	4,656 -500	-10%	-$31.7K	0.07%	196
2016 Q1	$312K	Hold	5,156	–	–	0.08%	169
2015 Q4	$291K	Hold	5,156	–	–	0.08%	177
2015 Q3	$281K	Buy	+5,156	New	+$283K	0.08%	172
2015 Q1	–	Sell	-3,000	Closed	-$212K	–	263
2014 Q4	$212K	Sell	3,000 -500	-14%	-$35.8K	0.05%	238
2014 Q3	$258K	Hold	3,500	–	–	0.07%	199
2014 Q2	$258K	Hold	3,500	–	–	0.06%	198
2014 Q1	$235K	Buy	+3,500	New	+$227K	0.05%	206

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dorsey & Whitney Trust's BMO Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Bank of Montreal (BMO) stake by 4.5% in Q1 2026, buying an estimated $37.7K and bringing the position to 6,352 shares worth $860K. The position accounts for 0.05% of the portfolio, ranked #325.

Dorsey & Whitney Trust first reported a position in BMO in Q1 2014 and has held it in 47 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Dorsey & Whitney Trust held 6,352 shares of Bank of Montreal worth $860K as of Q1 2026.
Dorsey & Whitney Trust bought 271 Bank of Montreal shares in Q1 2026, an estimated $37.7K.
Bank of Montreal made up 0.05% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #325 holding.
Dorsey & Whitney Trust first reported a position in Bank of Montreal in Q1 2014 and has held it in 47 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.