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Evergreen Capital Management’s Bank of Montreal BMO Stock Holding History

Evergreen Capital 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 		$740K Sell
4,190
-147
-3% -$23.1K 0.01% 683
2026
Q1 		$587K Buy
4,337
+225
+5% +$31.3K 0.01% 696
2025
Q4 		$534K Sell
4,112
-267
-6% -$33.8K 0.01% 709
2025
Q3 		$570K Buy
4,379
+70
+2% +$8.29K 0.01% 597
2025
Q2 		$477K Sell
4,309
-1,562
-27% -$157K 0.01% 570
2025
Q1 		$561K Buy
5,871
+35
+0.6% +$3.46K 0.02% 463
2024
Q4 		$566K Buy
5,836
+973
+20% +$92K 0.02% 464
2024
Q3 		$439K Sell
4,863
-440
-8% -$37.5K 0.01% 557
2024
Q2 		$445K Sell
5,303
-304
-5% -$27.6K 0.02% 505
2024
Q1 		$548K Buy
5,607
+225
+4% +$21.2K 0.02% 423
2023
Q4 		$532K Buy
5,382
+1,878
+54% +$157K 0.02% 409
2023
Q3 		$296K Sell
3,504
-1,048
-23% -$92.1K 0.01% 553
2023
Q2 		$411K Buy
4,552
+258
+6% +$22.8K 0.02% 443
2023
Q1 		$383K Buy
4,294
+721
+20% +$68.4K 0.02% 437
2022
Q4 		$324K Buy
3,573
+406
+13% +$37.6K 0.02% 462
2022
Q3 		$278K Buy
3,167
+114
+4% +$11K 0.01% 464
2022
Q2 		$294K Sell
3,053
-294
-9% -$31.2K 0.02% 424
2022
Q1 		$395K Buy
3,347
+232
+7% +$26.9K 0.02% 419
2021
Q4 		$336K Buy
3,115
+288
+10% +$31K 0.01% 451
2021
Q3 		$282K Buy
+2,827
New +$285K 0.01% 449
2020
Q1 		– Sell
-5,590
Closed -$433K – 392
2019
Q4 		$433K Sell
5,590
-155
-3% -$11.7K 0.04% 270
2019
Q3 		$424K Buy
5,745
+14
+0.2% +$1.02K 0.04% 249
2019
Q2 		$432K Buy
5,731
+240
+4% +$18.4K 0.04% 243
2019
Q1 		$411K Buy
5,491
+195
+4% +$14.4K 0.04% 231
2018
Q4 		$346K Sell
5,296
-279
-5% -$20.7K 0.04% 245
2018
Q3 		$460K Buy
5,575
+106
+2% +$8.53K 0.04% 227
2018
Q2 		$423K Buy
5,469
+169
+3% +$13K 0.04% 226
2018
Q1 		$401K Buy
+5,300
New +$417K 0.04% 216

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Evergreen Capital Management's BMO Position: Q2 2026 in Review

Evergreen Capital Management reduced its Bank of Montreal (BMO) stake by 3.4% in Q2 2026, selling an estimated $23.1K and leaving 4,190 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #683.

Evergreen Capital Management first reported a position in BMO in Q1 2018 and has held it in 28 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Evergreen Capital Management held 4,190 shares of Bank of Montreal worth $740K as of Q2 2026.
  • Evergreen Capital Management sold 147 Bank of Montreal shares in Q2 2026, an estimated $23.1K.
  • Bank of Montreal made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #683 holding.
  • Evergreen Capital Management first reported a position in Bank of Montreal in Q1 2018 and has held it in 28 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.