EI
BMO icon

Ethic Inc’s Bank of Montreal BMO Stock Holding History

Ethic Inc’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 		$4.82M Buy
+27,281
New +$4.29M 0.06% 312
2026
Q1 		– Sell
-6,317
Closed -$820K – 1242
2025
Q4 		$820K Buy
6,317
+2,006
+47% +$254K 0.01% 699
2025
Q3 		$561K Buy
4,311
+2,438
+130% +$289K 0.01% 800
2025
Q2 		$204K Buy
+1,873
New +$189K ﹤0.01% 1118
2024
Q3 		– Sell
-3,941
Closed -$330K – 1097
2024
Q2 		$330K Buy
+3,941
New +$358K 0.01% 882
2021
Q3 		– Sell
-2,083
Closed -$214K – 615
2021
Q2 		$214K Sell
2,083
-3,278
-61% -$324K 0.03% 528
2021
Q1 		$478K Buy
5,361
+2,539
+90% +$207K 0.09% 290
2020
Q4 		$215K Buy
+2,822
New +$193K 0.06% 374

Other funds holding BMO

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Ethic Inc's BMO Position: Q2 2026 in Review

Ethic Inc opened a new position in Bank of Montreal (BMO) in Q2 2026: 27,281 shares worth $4.82M. The stake represents 0.06% of the portfolio and ranks #312 among its holdings. This is a return to the name: Ethic Inc previously reported a position in BMO as recently as Q4 2025.

Ethic Inc first reported a position in BMO in Q4 2020 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Ethic Inc held 27,281 shares of Bank of Montreal worth $4.82M as of Q2 2026.
  • Bank of Montreal was a new Ethic Inc position in Q2 2026.
  • Bank of Montreal made up 0.06% of Ethic Inc's portfolio in Q2 2026, its #312 holding.
  • Ethic Inc first reported a position in Bank of Montreal in Q4 2020 and has held it in 8 quarters since.
  • 222 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.