Financial Perspectives’s Bank of Montreal BMO Stock Holding History

Financial Perspectives’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	$8.6K	Buy	49 +1	+2%	+$157	﹤0.01%	564
2026 Q1	$6.55K	Hold	48	–	–	﹤0.01%	567
2025 Q4	$6.24K	Hold	48	–	–	﹤0.01%	570
2025 Q3	$6.22K	Buy	48 +1	+2%	+$118	﹤0.01%	562
2025 Q2	$5.25K	Hold	47	–	–	﹤0.01%	575
2025 Q1	$4.49K	Hold	47	–	–	﹤0.01%	578
2024 Q4	$4.53K	Buy	47 +1	+2%	+$95	﹤0.01%	577
2024 Q3	$4.17K	Hold	46	–	–	﹤0.01%	534
2024 Q2	$3.84K	Buy	46 +1	+2%	+$91	﹤0.01%	534
2024 Q1	$4.43K	Hold	45	–	–	﹤0.01%	523
2023 Q4	$4.45K	Buy	45 +1	+2%	+$83	﹤0.01%	538
2023 Q3	$3.75K	Hold	44	–	–	﹤0.01%	539
2023 Q2	$3.98K	Hold	44	–	–	﹤0.01%	534
2023 Q1	$3.89K	Buy	44 +1	+2%	+$95	﹤0.01%	531
2022 Q4	$3.92K	Hold	43	–	–	﹤0.01%	535
2022 Q3	$3.76K	Hold	43	–	–	﹤0.01%	534
2022 Q2	$4.1K	Buy	43 +1	+2%	+$106	﹤0.01%	540
2022 Q1	$4.99K	Hold	42	–	–	﹤0.01%	541
2021 Q4	$4.52K	Buy	+42	New	+$4.53K	﹤0.01%	527
2021 Q3	–	Sell	-42	Closed	-$4.31K	–	645
2021 Q2	$4.31K	Hold	42	–	–	﹤0.01%	559
2021 Q1	$3.74K	Hold	42	–	–	﹤0.01%	543
2020 Q4	$3.19K	Hold	42	–	–	﹤0.01%	515
2020 Q3	$2.45K	Hold	42	–	–	﹤0.01%	484
2020 Q2	$2.23K	Hold	42	–	–	﹤0.01%	477
2020 Q1	$2.11K	Hold	42	–	–	﹤0.01%	451
2019 Q4	$3.25K	Buy	+42	New	+$3.16K	﹤0.01%	422

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

Financial Perspectives's BMO Position: Q2 2026 in Review

Financial Perspectives increased its Bank of Montreal (BMO) stake by 2.1% in Q2 2026, buying an estimated $157 and bringing the position to 49 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Financial Perspectives first reported a position in BMO in Q4 2019 and has held it in 26 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Financial Perspectives held 49 shares of Bank of Montreal worth $8.6K as of Q2 2026.
Financial Perspectives bought 1 Bank of Montreal share in Q2 2026, an estimated $157.
Bank of Montreal made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #564 holding.
Financial Perspectives first reported a position in Bank of Montreal in Q4 2019 and has held it in 26 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.