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Fielder Capital Group’s Bank of Montreal BMO Stock Holding History

Fielder Capital Group’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 		$467K Hold
2,640
– – 0.1% 148
2026
Q1 		$357K Hold
2,640
– – 0.08% 168
2025
Q4 		$343K Hold
2,640
– – 0.07% 165
2025
Q3 		$344K Sell
2,640
-3
-0.1% -$355 0.08% 153
2025
Q2 		$292K Hold
2,643
– – 0.08% 164
2025
Q1 		$252K Hold
2,643
– – 0.07% 173
2024
Q4 		$257K Hold
2,643
– – 0.08% 162
2024
Q3 		$238K Hold
2,643
– – 0.08% 168
2024
Q2 		$222K Hold
2,643
– – 0.09% 158
2024
Q1 		$258K Hold
2,643
– – 0.12% 124
2023
Q4 		$262K Buy
+2,643
New +$221K 0.16% 107

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

Fielder Capital Group's BMO Position: Q2 2026 in Review

Fielder Capital Group held its Bank of Montreal (BMO) position steady in Q2 2026 at 2,640 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #148.

Fielder Capital Group first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Fielder Capital Group held 2,640 shares of Bank of Montreal worth $467K as of Q2 2026.
  • Fielder Capital Group left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.1% of Fielder Capital Group's portfolio in Q2 2026, its #148 holding.
  • Fielder Capital Group first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.