DTL
BMO icon

Dynamic Technology Lab’s Bank of Montreal BMO Stock Holding History

Dynamic Technology Lab’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 		$1.55M Sell
11,470
-800
-7% -$111K 0.25% 78
2025
Q4 		$1.59M Buy
+12,270
New +$1.55M 0.36% 46
2025
Q2 		– Sell
-19,750
Closed -$1.89M – 954
2025
Q1 		$1.89M Buy
+19,750
New +$1.95M 0.27% 63
2023
Q2 		– Sell
-18,070
Closed -$1.61M – 1008
2023
Q1 		$1.61M Buy
+18,070
New +$1.71M 0.15% 215
2020
Q3 		– Sell
-4,527
Closed -$240K – 1008
2020
Q2 		$240K Buy
+4,527
New +$231K 0.04% 755
2019
Q4 		– Sell
-7,319
Closed -$540K – 977
2019
Q3 		$540K Buy
+7,319
New +$533K 0.09% 387
2019
Q2 		– Sell
-4,787
Closed -$358K – 976
2019
Q1 		$358K Sell
4,787
-11,446
-71% -$846K 0.06% 575
2018
Q4 		$1.06M Sell
16,233
-18,166
-53% -$1.35M 0.18% 152
2018
Q3 		$2.84M Buy
34,399
+30,192
+718% +$2.43M 0.39% 12
2018
Q2 		$325K Buy
+4,207
New +$324K 0.05% 653
2018
Q1 		– Sell
-2,810
Closed -$224K – 1058
2017
Q4 		$224K Buy
+2,810
New +$219K 0.04% 827
2017
Q2 		– Sell
-14,449
Closed -$1.08M – 1020
2017
Q1 		$1.08M Buy
+14,449
New +$1.09M 0.25% 48
2016
Q4 		– Sell
-3,137
Closed -$205K – 887
2016
Q3 		$205K Buy
+3,137
New +$204K 0.05% 712
2015
Q4 		– Sell
-8,417
Closed -$455K – 888
2015
Q3 		$455K Buy
8,417
+3,808
+83% +$209K 0.15% 219
2015
Q2 		$275K Sell
4,609
-593
-11% -$37.2K 0.1% 467
2015
Q1 		$312K Buy
+5,202
New +$323K 0.13% 339
2014
Q4 		– Sell
-3,172
Closed -$234K – 660
2014
Q3 		$234K Buy
+3,172
New +$239K 0.11% 427
2014
Q2 		– Sell
-6,477
Closed -$433K – 670
2014
Q1 		$433K Sell
6,477
-4,702
-42% -$305K 0.26% 90
2013
Q4 		$745K Buy
+11,179
New +$761K 0.51% 5

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynamic Technology Lab's BMO Position: Q1 2026 in Review

Dynamic Technology Lab reduced its Bank of Montreal (BMO) stake by 6.5% in Q1 2026, selling an estimated $111K and leaving 11,470 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #78.

Dynamic Technology Lab first reported a position in BMO in Q4 2013 and has held it in 19 quarters since. The position peaked at $2.84M in Q3 2018. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Dynamic Technology Lab held 11,470 shares of Bank of Montreal worth $1.55M as of Q1 2026.
  • Dynamic Technology Lab sold 800 Bank of Montreal shares in Q1 2026, an estimated $111K.
  • Bank of Montreal made up 0.25% of Dynamic Technology Lab's portfolio in Q1 2026, its #78 holding.
  • Dynamic Technology Lab first reported a position in Bank of Montreal in Q4 2013 and has held it in 19 quarters since.
  • Dynamic Technology Lab's Bank of Montreal position peaked at $2.84M in Q3 2018.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.