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Ferguson Wellman Capital Management’s Bank of Montreal BMO Stock Holding History

Ferguson Wellman 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 		$749K Hold
4,238
– – 0.01% 262
2026
Q1 		$574K Buy
+4,238
New +$589K 0.01% 278
2021
Q1 		– Sell
-4,670
Closed -$355K – 334
2020
Q4 		$355K Hold
4,670
– – 0.01% 309
2020
Q3 		$273K Sell
4,670
-7,240
-61% -$419K 0.01% 310
2020
Q2 		$632K Sell
11,910
-1,150
-9% -$58.6K 0.02% 231
2020
Q1 		$656K Sell
13,060
-200
-2% -$13.6K 0.02% 217
2019
Q4 		$1.03M Hold
13,260
– – 0.03% 216
2019
Q3 		$978K Hold
13,260
– – 0.03% 212
2019
Q2 		$1M Hold
13,260
– – 0.03% 201
2019
Q1 		$992K Buy
13,260
+190
+1% +$14.1K 0.03% 201
2018
Q4 		$854K Sell
13,070
-120
-0.9% -$8.9K 0.03% 212
2018
Q3 		$1.09M Hold
13,190
– – 0.04% 185
2018
Q2 		$1.02M Sell
13,190
-90
-0.7% -$6.93K 0.04% 190
2018
Q1 		$1M Sell
13,280
-1,860
-12% -$146K 0.04% 194
2017
Q4 		$1.21M Sell
15,140
-1,000
-6% -$78K 0.04% 185
2017
Q3 		$1.22M Sell
16,140
-350
-2% -$26.1K 0.04% 179
2017
Q2 		$1.21M Sell
16,490
-1,254
-7% -$88.8K 0.05% 175
2017
Q1 		$1.33M Sell
17,744
-8,170
-32% -$617K 0.05% 172
2016
Q4 		$1.86M Sell
25,914
-164,804
-86% -$11M 0.08% 157
2016
Q3 		$12.5M Buy
190,718
+45,849
+32% +$2.98M 0.53% 60
2016
Q2 		$9.18M Buy
144,869
+13,450
+10% +$853K 0.39% 78
2016
Q1 		$7.98M Buy
131,419
+49,300
+60% +$2.7M 0.34% 84
2015
Q4 		$4.63M Sell
82,119
-615
-0.7% -$35.4K 0.19% 120
2015
Q3 		$4.51M Buy
82,734
+5,715
+7% +$314K 0.2% 124
2015
Q2 		$4.57M Buy
77,019
+65,570
+573% +$4.12M 0.19% 128
2015
Q1 		$687K Sell
11,449
-1,970
-15% -$122K 0.03% 223
2014
Q4 		$949K Sell
13,419
-2,870
-18% -$205K 0.04% 204
2014
Q3 		$1.2M Sell
16,289
-50
-0.3% -$3.76K 0.05% 187
2014
Q2 		$1.2M Sell
16,339
-2,110
-11% -$147K 0.05% 190
2014
Q1 		$1.24M Sell
18,449
-98,516
-84% -$6.4M 0.06% 185
2013
Q4 		$7.8M Buy
116,965
+3,593
+3% +$245K 0.35% 77
2013
Q3 		$7.58M Buy
+113,372
New +$7.11M 0.38% 75

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
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
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Ferguson Wellman Capital Management's BMO Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 4,238 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #262.

Ferguson Wellman Capital Management first reported a position in BMO in Q3 2013 and has held it in 32 quarters since. The position peaked at $12.5M in Q3 2016. 191 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Ferguson Wellman Capital Management held 4,238 shares of Bank of Montreal worth $749K as of Q2 2026.
  • Ferguson Wellman Capital Management left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #262 holding.
  • Ferguson Wellman Capital Management first reported a position in Bank of Montreal in Q3 2013 and has held it in 32 quarters since.
  • Ferguson Wellman Capital Management's Bank of Montreal position peaked at $12.5M in Q3 2016.
  • 191 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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