Ewing Morris & Co Investment Partners’s Bank of Montreal BMO Stock Holding History

Ewing Morris & Co Investment Partners’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	$3.59M	Sell	26,581 -7	-0%	-$973	1.62%	21
2025 Q4	$3.5M	Sell	26,588 -391	-1%	-$49.5K	1.53%	21
2025 Q3	$3.52M	Buy	26,979 +91	+0.3%	+$10.8K	1.5%	25
2025 Q2	$2.97M	Buy	26,888 +241	+0.9%	+$24.3K	1.33%	26
2025 Q1	$3.66M	Buy	26,647 +906	+4%	+$89.6K	1.16%	28
2024 Q4	$3.59M	Buy	+25,741	New	+$2.43M	1.24%	23

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ewing Morris & Co Investment Partners's BMO Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners reduced its Bank of Montreal (BMO) stake by 0.03% in Q1 2026, selling an estimated $973 and leaving 26,581 shares worth $3.59M. The position accounts for 1.62% of the portfolio, ranked #21.

Ewing Morris & Co Investment Partners first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.66M in Q1 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Ewing Morris & Co Investment Partners held 26,581 shares of Bank of Montreal worth $3.59M as of Q1 2026.
Ewing Morris & Co Investment Partners sold 7 Bank of Montreal shares in Q1 2026, an estimated $973.
Bank of Montreal made up 1.62% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #21 holding.
Ewing Morris & Co Investment Partners first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
Ewing Morris & Co Investment Partners's Bank of Montreal position peaked at $3.66M in Q1 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.