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Financial Management Professionals’s Bank of Montreal BMO Stock Holding History

Financial Management Professionals’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 		$45.9K Sell
260
-15
-5% -$2.36K ﹤0.01% 299
2026
Q1 		$37.2K Buy
275
+102
+59% +$14.2K ﹤0.01% 291
2025
Q4 		$22.5K Hold
173
– – ﹤0.01% 381
2025
Q3 		$22.5K Hold
173
– – ﹤0.01% 384
2025
Q2 		$19.1K Hold
173
– – ﹤0.01% 426
2025
Q1 		$16.5K Hold
173
– – ﹤0.01% 457
2024
Q4 		$16.8K Sell
173
-33
-16% -$3.12K ﹤0.01% 437
2024
Q3 		$19K Buy
206
+22
+12% +$1.88K ﹤0.01% 430
2024
Q2 		$15K Sell
184
-37
-17% -$3.36K ﹤0.01% 427
2024
Q1 		$22K Buy
221
+28
+15% +$2.64K ﹤0.01% 395
2023
Q4 		$19K Buy
193
+9
+5% +$751 ﹤0.01% 405
2023
Q3 		$16K Buy
184
+2
+1% +$176 ﹤0.01% 406
2023
Q2 		$16K Buy
182
+41
+29% +$3.62K ﹤0.01% 445
2023
Q1 		$13K Sell
141
-120
-46% -$11.4K ﹤0.01% 511
2022
Q4 		$24K Sell
261
-12
-4% -$1.11K ﹤0.01% 345
2022
Q3 		$24K Buy
273
+64
+31% +$6.19K 0.01% 317
2022
Q2 		$20K Buy
209
+69
+49% +$7.33K ﹤0.01% 351
2022
Q1 		$17K Buy
140
+18
+15% +$2.09K ﹤0.01% 387
2021
Q4 		$13K Hold
122
– – ﹤0.01% 431
2021
Q3 		$12K Hold
122
– – ﹤0.01% 437
2021
Q2 		$13K Hold
122
– – ﹤0.01% 349
2021
Q1 		$11K Buy
122
+41
+51% +$3.34K ﹤0.01% 351
2020
Q4 		$6K Buy
81
+22
+37% +$1.51K ﹤0.01% 419
2020
Q3 		$3K Buy
+59
New +$3.42K ﹤0.01% 449

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

Financial Management Professionals's BMO Position: Q2 2026 in Review

Financial Management Professionals reduced its Bank of Montreal (BMO) stake by 5.5% in Q2 2026, selling an estimated $2.36K and leaving 260 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Financial Management Professionals first reported a position in BMO in Q3 2020 and has held it in 24 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Financial Management Professionals held 260 shares of Bank of Montreal worth $45.9K as of Q2 2026.
  • Financial Management Professionals sold 15 Bank of Montreal shares in Q2 2026, an estimated $2.36K.
  • Bank of Montreal made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #299 holding.
  • Financial Management Professionals first reported a position in Bank of Montreal in Q3 2020 and has held it in 24 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.