First Bank & Trust’s Bank of Montreal BMO Stock Holding History

First Bank & Trust’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	$2.53M	Sell	14,338 -2,957	-17%	-$465K	0.37%	59
2026 Q1	$2.34M	Buy	17,295 +160	+0.9%	+$22.2K	0.38%	58
2025 Q4	$2.22M	Buy	17,135 +299	+2%	+$37.9K	0.36%	65
2025 Q3	$2.19M	Buy	16,836 +630	+4%	+$74.6K	0.37%	65
2025 Q2	$1.79M	Buy	16,206 +992	+7%	+$100K	0.32%	66
2025 Q1	$1.45M	Buy	15,214 +3,616	+31%	+$358K	0.28%	79
2024 Q4	$1.13M	Buy	+11,598	New	+$1.1M	0.22%	88

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

First Bank & Trust's BMO Position: Q2 2026 in Review

First Bank & Trust reduced its Bank of Montreal (BMO) stake by 17% in Q2 2026, selling an estimated $465K and leaving 14,338 shares worth $2.53M. The position accounts for 0.37% of the portfolio, ranked #59.

First Bank & Trust first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

First Bank & Trust held 14,338 shares of Bank of Montreal worth $2.53M as of Q2 2026.
First Bank & Trust sold 2,957 Bank of Montreal shares in Q2 2026, an estimated $465K.
Bank of Montreal made up 0.37% of First Bank & Trust's portfolio in Q2 2026, its #59 holding.
First Bank & Trust first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.