DZ Bank’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.39M | Buy |
19,189
+4,473
| +30% | +$703K | ﹤0.01% | 578 |
|
|
2026
Q1 | $1.99M | Buy |
14,716
+2,016
| +16% | +$280K | ﹤0.01% | 626 |
|
|
2025
Q4 | $1.65M | Buy |
+12,700
| New | +$1.61M | ﹤0.01% | 653 |
|
|
2025
Q1 | – | Sell |
-9,500
| Closed | -$922K | – | 986 |
|
|
2024
Q4 | $922K | Hold |
9,500
| – | – | ﹤0.01% | 672 |
|
|
2024
Q3 | $857K | Hold |
9,500
| – | – | ﹤0.01% | 691 |
|
|
2024
Q2 | $797K | Hold |
9,500
| – | – | ﹤0.01% | 702 |
|
|
2024
Q1 | $928K | Hold |
9,500
| – | – | ﹤0.01% | 686 |
|
|
2023
Q4 | $950K | Buy |
+9,500
| New | +$793K | ﹤0.01% | 661 |
|
|
2022
Q4 | – | Sell |
-5,400
| Closed | -$473K | – | 1035 |
|
|
2022
Q3 | $473K | Hold |
5,400
| – | – | ﹤0.01% | 777 |
|
|
2022
Q2 | $519K | Hold |
5,400
| – | – | ﹤0.01% | 789 |
|
|
2022
Q1 | $635K | Hold |
5,400
| – | – | ﹤0.01% | 775 |
|
|
2021
Q4 | $580K | Hold |
5,400
| – | – | ﹤0.01% | 788 |
|
|
2021
Q3 | $538K | Hold |
5,400
| – | – | ﹤0.01% | 756 |
|
|
2021
Q2 | $553K | Hold |
5,400
| – | – | ﹤0.01% | 756 |
|
|
2021
Q1 | $482K | Buy |
+5,400
| New | +$440K | ﹤0.01% | 715 |
|
|
2020
Q3 | – | Sell |
-14,284
| Closed | -$759K | – | 837 |
|
|
2020
Q2 | $759K | Sell |
14,284
-192,992
| -93% | -$9.84M | ﹤0.01% | 556 |
|
|
2020
Q1 | $10.4M | Buy |
207,276
+38,321
| +23% | +$2.6M | 0.04% | 231 |
|
|
2019
Q4 | $13.1M | Buy |
168,955
+140,963
| +504% | +$10.6M | 0.03% | 250 |
|
|
2019
Q3 | $2.06M | Hold |
27,992
| – | – | 0.01% | 459 |
|
|
2019
Q2 | $2.11M | Sell |
27,992
-8,181
| -23% | -$626K | 0.01% | 476 |
|
|
2019
Q1 | $2.71M | Buy |
36,173
+4,581
| +15% | +$339K | 0.01% | 445 |
|
|
2018
Q4 | $2.06M | Sell |
31,592
-47,231
| -60% | -$3.5M | 0.01% | 457 |
|
|
2018
Q3 | $6.49M | Sell |
78,823
-30,436
| -28% | -$2.45M | 0.02% | 320 |
|
|
2018
Q2 | $8.45M | Sell |
109,259
-20,625
| -16% | -$1.59M | 0.03% | 301 |
|
|
2018
Q1 | $9.8M | Buy |
129,884
+2,700
| +2% | +$212K | 0.04% | 295 |
|
|
2017
Q4 | $10.2M | Sell |
127,184
-16,404
| -11% | -$1.28M | 0.04% | 264 |
|
|
2017
Q3 | $10.9M | Sell |
143,588
-5,500
| -4% | -$410K | 0.05% | 258 |
|
|
2017
Q2 | $10.9M | Buy |
149,088
+19,253
| +15% | +$1.36M | 0.05% | 234 |
|
|
2017
Q1 | $9.7M | Sell |
129,835
-3,106
| -2% | -$235K | 0.04% | 256 |
|
|
2016
Q4 | $9.55M | Buy |
+132,941
| New | +$8.87M | 0.05% | 248 |
|
Other funds holding BMO
DZ Bank's BMO Position: Q2 2026 in Review
DZ Bank increased its Bank of Montreal (BMO) stake by 30% in Q2 2026, buying an estimated $703K and bringing the position to 19,189 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #578.
DZ Bank first reported a position in BMO in Q4 2016 and has held it in 30 quarters since. The position peaked at $13.1M in Q4 2019. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.
- DZ Bank held 19,189 shares of Bank of Montreal worth $3.39M as of Q2 2026.
- DZ Bank bought 4,473 Bank of Montreal shares in Q2 2026, an estimated $703K.
- Bank of Montreal made up ﹤0.01% of DZ Bank's portfolio in Q2 2026, its #578 holding.
- DZ Bank first reported a position in Bank of Montreal in Q4 2016 and has held it in 30 quarters since.
- DZ Bank's Bank of Montreal position peaked at $13.1M in Q4 2019.
- 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.
Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.