Erste Asset Management’s Bank of Montreal BMO Stock Holding History

Erste Asset 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	–	Sell	-30,300	Closed	-$3.98M	–	612
2026 Q1	$3.98M	Buy	+30,300	New	+$4.21M	0.04%	293
2025 Q3	–	Sell	-260	Closed	-$30.8K	–	637
2025 Q2	$53.1K	Buy	+260	New	+$26.2K	﹤0.01%	854
2020 Q2	–	Sell	-33,820	Closed	-$1.72M	–	423
2020 Q1	$1.61M	Buy	33,820 +7,220	+27%	+$489K	0.09%	206
2019 Q4	$2.06M	Sell	26,600 -2,300	-8%	-$173K	0.09%	205
2019 Q3	$2.13M	Buy	28,900 +3,000	+12%	+$219K	0.11%	177
2019 Q2	$1.95M	Buy	25,900 +8,200	+46%	+$627K	0.1%	180
2019 Q1	$1.33M	Sell	17,700 -2,800	-14%	-$207K	0.07%	218
2018 Q4	$1.33M	Buy	+20,500	New	+$1.52M	0.09%	204

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

Erste Asset Management's BMO Position: Q2 2026 in Review

Erste Asset Management sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 30,300 shares — an estimated $3.98M sold.

Erste Asset Management first reported a position in BMO in Q4 2018 and held it in 8 quarters. The position peaked at $3.98M in Q1 2026. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Erste Asset Management reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Erste Asset Management sold 30,300 Bank of Montreal shares in Q2 2026, an estimated $3.98M.
Erste Asset Management first reported a position in Bank of Montreal in Q4 2018 and held it in 8 quarters.
Erste Asset Management's Bank of Montreal position peaked at $3.98M in Q1 2026.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.