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 Q2	$4.69M	Sell	26,524 -57	-0.2%	-$8.96K	2.45%	12
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 $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

Ewing Morris & Co Investment Partners's BMO Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners reduced its Bank of Montreal (BMO) stake by 0.21% in Q2 2026, selling an estimated $8.96K and leaving 26,524 shares worth $4.69M. The position accounts for 2.45% of the portfolio, ranked #12.

Ewing Morris & Co Investment Partners first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Ewing Morris & Co Investment Partners held 26,524 shares of Bank of Montreal worth $4.69M as of Q2 2026.
Ewing Morris & Co Investment Partners sold 57 Bank of Montreal shares in Q2 2026, an estimated $8.96K.
Bank of Montreal made up 2.45% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #12 holding.
Ewing Morris & Co Investment Partners first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.