Drake & Associates’s Bank of Montreal BMO Stock Holding History

Drake & Associates’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	$657K	Buy	+3,716	New	+$584K	0.11%	61

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Drake & Associates's BMO Position: Q2 2026 in Review

Drake & Associates opened a new position in Bank of Montreal (BMO) in Q2 2026: 3,716 shares worth $657K. The stake represents 0.11% of the portfolio and ranks #61 among its holdings.

654 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Drake & Associates held 3,716 shares of Bank of Montreal worth $657K as of Q2 2026.
Bank of Montreal was a new Drake & Associates position in Q2 2026.
Bank of Montreal made up 0.11% of Drake & Associates's portfolio in Q2 2026, its #61 holding.
654 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.