First Business Financial Services’s Bank of Montreal BMO Stock Holding History

First Business Financial Services’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 Q1	$377K	Buy	2,785 +323	+13%	+$44.9K	0.03%	134
2025 Q4	$320K	Sell	2,462 -30	-1%	-$3.8K	0.03%	143
2025 Q3	$325K	Hold	2,492	–	–	0.03%	155
2025 Q2	$276K	Hold	2,492	–	–	0.02%	163
2025 Q1	$238K	Buy	+2,492	New	+$246K	0.02%	154
2023 Q2	–	Sell	-2,713	Closed	-$242K	–	169
2023 Q1	$242K	Buy	2,713 +37	+1%	+$3.51K	0.03%	150
2022 Q4	$242K	Sell	2,676 -4,940	-65%	-$457K	0.03%	144
2022 Q3	$406K	Buy	7,616 +2,981	+64%	+$288K	0.06%	110
2022 Q2	$446K	Hold	4,635	–	–	0.06%	105
2022 Q1	$547K	Hold	4,635	–	–	0.06%	100
2021 Q4	$499K	Hold	4,635	–	–	0.05%	107
2021 Q3	$462K	Hold	4,635	–	–	0.05%	108
2021 Q2	$475K	Hold	4,635	–	–	0.06%	105
2021 Q1	$413K	Hold	4,635	–	–	0.05%	101
2020 Q4	$352K	Hold	4,635	–	–	0.05%	101
2020 Q3	$271K	Hold	4,635	–	–	0.05%	108
2020 Q2	$246K	Hold	4,635	–	–	0.04%	111
2020 Q1	$233K	Buy	4,635 +100	+2%	+$6.78K	0.05%	106
2019 Q4	$351K	Hold	4,535	–	–	0.06%	97
2019 Q3	$334K	Sell	4,535 -1	-0%	-$73	0.06%	91
2019 Q2	$342K	Hold	4,536	–	–	0.06%	92
2019 Q1	$339K	Sell	4,536 -2	-0%	-$148	0.06%	83
2018 Q4	$297K	Buy	4,538 +3	+0.1%	+$222	0.05%	120
2018 Q3	$374K	Hold	4,535	–	–	0.06%	86
2018 Q2	$350K	Hold	4,535	–	–	0.06%	72
2018 Q1	$343K	Sell	4,535 -961	-17%	-$75.6K	0.06%	69
2017 Q4	$440K	Buy	5,496 +228	+4%	+$17.8K	0.08%	66
2017 Q3	$399K	Hold	5,268	–	–	0.08%	67
2017 Q2	$387K	Hold	5,268	–	–	0.08%	64
2017 Q1	$394K	Hold	5,268	–	–	0.08%	67
2016 Q4	$379K	Hold	5,268	–	–	0.09%	54
2016 Q3	$345K	Hold	5,268	–	–	0.08%	63
2016 Q2	$334K	Hold	5,268	–	–	0.09%	61
2016 Q1	$320K	Sell	5,268 -416	-7%	-$22.8K	0.09%	63
2015 Q4	$321K	Hold	5,684	–	–	0.1%	39
2015 Q3	$310K	Hold	5,684	–	–	0.1%	47
2015 Q2	$337K	Hold	5,684	–	–	0.1%	52
2015 Q1	$341K	Buy	5,684 +1,674	+42%	+$104K	0.1%	44
2014 Q4	$284K	Sell	4,010 -200	-5%	-$14.3K	0.09%	64
2014 Q3	$310K	Buy	4,210 +1,070	+34%	+$80.5K	0.11%	34
2014 Q2	$231K	Sell	3,140 -150	-5%	-$10.5K	0.09%	61
2014 Q1	$220K	Hold	3,290	–	–	0.09%	66
2013 Q4	$219K	Hold	3,290	–	–	0.09%	35
2013 Q3	$220K	Sell	3,290 -607	-16%	-$38.1K	0.12%	27
2013 Q2	$226K	Buy	+3,897	New	+$236K	0.13%	25

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Business Financial Services's BMO Position: Q1 2026 in Review

First Business Financial Services increased its Bank of Montreal (BMO) stake by 13% in Q1 2026, buying an estimated $44.9K and bringing the position to 2,785 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #134.

First Business Financial Services first reported a position in BMO in Q2 2013 and has held it in 45 quarters since. The position peaked at $547K in Q1 2022. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

First Business Financial Services held 2,785 shares of Bank of Montreal worth $377K as of Q1 2026.
First Business Financial Services bought 323 Bank of Montreal shares in Q1 2026, an estimated $44.9K.
Bank of Montreal made up 0.03% of First Business Financial Services's portfolio in Q1 2026, its #134 holding.
First Business Financial Services first reported a position in Bank of Montreal in Q2 2013 and has held it in 45 quarters since.
First Business Financial Services's Bank of Montreal position peaked at $547K in Q1 2022.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.