Federated Hermes
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Federated Hermes’s Bank of Montreal BMO Stock Holding History

Federated Hermes’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 		$8.61M Sell
48,739
-555,813
-92% -$87.4M 0.01% 727
2026
Q1 		$81.8M Sell
604,552
-261,087
-30% -$36.3M 0.13% 179
2025
Q4 		$112M Sell
865,639
-323,454
-27% -$41M 0.19% 130
2025
Q3 		$155M Sell
1,189,093
-33,596
-3% -$3.98M 0.27% 91
2025
Q2 		$135M Buy
1,222,689
+24,914
+2% +$2.51M 0.25% 105
2025
Q1 		$114M Buy
1,197,775
+37,281
+3% +$3.69M 0.25% 96
2024
Q4 		$113M Buy
1,160,494
+1,089,199
+1,528% +$103M 0.25% 100
2024
Q3 		$6.43M Sell
71,295
-988
-1% -$84.3K 0.01% 664
2024
Q2 		$6.06M Sell
72,283
-6,767
-9% -$614K 0.01% 666
2024
Q1 		$7.72M Sell
79,050
-5,287
-6% -$499K 0.02% 621
2023
Q4 		$8.34M Sell
84,337
-4,162
-5% -$347K 0.02% 598
2023
Q3 		$7.47M Sell
88,499
-2,442
-3% -$215K 0.02% 600
2023
Q2 		$8.21M Sell
90,941
-1,015
-1% -$89.7K 0.02% 587
2023
Q1 		$8.19M Buy
91,956
+375
+0.4% +$35.6K 0.02% 590
2022
Q4 		$8.3M Sell
91,581
-5,492
-6% -$508K 0.02% 585
2022
Q3 		$8.51M Sell
97,073
-917
-0.9% -$88.7K 0.02% 562
2022
Q2 		$9.42M Sell
97,990
-39
-0% -$4.14K 0.03% 559
2022
Q1 		$11.6M Sell
98,029
-42,156
-30% -$4.89M 0.03% 566
2021
Q4 		$15.1M Buy
140,185
+3,605
+3% +$388K 0.03% 553
2021
Q3 		$13.6M Buy
136,580
+3,574
+3% +$360K 0.03% 568
2021
Q2 		$13.6M Buy
133,006
+2,441
+2% +$241K 0.03% 577
2021
Q1 		$11.6M Buy
130,565
+1,974
+2% +$161K 0.02% 622
2020
Q4 		$9.78M Sell
128,591
-233
-0.2% -$15.9K 0.02% 645
2020
Q3 		$7.53M Sell
128,824
-6,135
-5% -$355K 0.02% 642
2020
Q2 		$7.16M Buy
134,959
+46,935
+53% +$2.39M 0.02% 621
2020
Q1 		$4.42M Buy
88,024
+3,000
+4% +$203K 0.01% 659
2019
Q4 		$6.59M Sell
85,024
-216
-0.3% -$16.3K 0.01% 698
2019
Q3 		$6.29M Sell
85,240
-2,582
-3% -$188K 0.02% 710
2019
Q2 		$6.63M Buy
87,822
+1,592
+2% +$122K 0.02% 704
2019
Q1 		$6.45M Buy
86,230
+18,186
+27% +$1.34M 0.02% 709
2018
Q4 		$4.45M Buy
68,044
+30,576
+82% +$2.27M 0.01% 774
2018
Q3 		$3.09M Sell
37,468
-96,652
-72% -$7.77M 0.01% 945
2018
Q2 		$10.4M Sell
134,120
-2,919
-2% -$225K 0.03% 437
2018
Q1 		$10.4M Buy
137,039
+1,427
+1% +$112K 0.03% 413
2017
Q4 		$10.9M Buy
135,612
+6,796
+5% +$530K 0.03% 404
2017
Q3 		$9.75M Buy
128,816
+2,799
+2% +$209K 0.03% 401
2017
Q2 		$9.26M Buy
126,017
+7,625
+6% +$540K 0.03% 417
2017
Q1 		$8.86M Buy
118,392
+3,874
+3% +$293K 0.03% 439
2016
Q4 		$8.24M Buy
114,518
+15,010
+15% +$1M 0.02% 441
2016
Q3 		$6.53M Buy
99,508
+8,799
+10% +$572K 0.02% 505
2016
Q2 		$5.75M Buy
90,709
+29,147
+47% +$1.85M 0.02% 515
2016
Q1 		$3.74M Buy
61,562
+3,206
+5% +$176K 0.01% 628
2015
Q4 		$3.29M Sell
58,356
-14,502
-20% -$834K 0.01% 695
2015
Q3 		$3.97M Sell
72,858
-34,366
-32% -$1.89M 0.01% 633
2015
Q2 		$6.36M Buy
107,224
+6,000
+6% +$377K 0.02% 547
2015
Q1 		$6.07M Sell
101,224
-601,813
-86% -$37.3M 0.02% 560
2014
Q4 		$49.7M Buy
703,037
+268,096
+62% +$19.2M 0.15% 127
2014
Q3 		$32M Buy
434,941
+105,405
+32% +$7.93M 0.1% 194
2014
Q2 		$24.3M Buy
329,536
+29,737
+10% +$2.07M 0.08% 253
2014
Q1 		$20.1M Buy
299,799
+85,269
+40% +$5.54M 0.07% 280
2013
Q4 		$14.3M Buy
214,530
+76,301
+55% +$5.19M 0.05% 347
2013
Q3 		$9.24M Buy
138,229
+618
+0.4% +$38.8K 0.04% 399
2013
Q2 		$7.99M Buy
+137,611
New +$8.34M 0.03% 420

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

Federated Hermes's BMO Position: Q2 2026 in Review

Federated Hermes reduced its Bank of Montreal (BMO) stake by 92% in Q2 2026, selling an estimated $87.4M and leaving 48,739 shares worth $8.61M. The position accounts for 0.01% of the portfolio, ranked #727.

Federated Hermes first reported a position in BMO in Q2 2013 and has held it in 53 quarters since. The position peaked at $155M in Q3 2025. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Federated Hermes held 48,739 shares of Bank of Montreal worth $8.61M as of Q2 2026.
  • Federated Hermes sold 555,813 Bank of Montreal shares in Q2 2026, an estimated $87.4M.
  • Bank of Montreal made up 0.01% of Federated Hermes's portfolio in Q2 2026, its #727 holding.
  • Federated Hermes first reported a position in Bank of Montreal in Q2 2013 and has held it in 53 quarters since.
  • Federated Hermes's Bank of Montreal position peaked at $155M in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.