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

First Citizens 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	–	Sell	-4,464	Closed	-$604K	–	650
2026 Q1	$604K	Hold	4,464	–	–	0.01%	393
2025 Q4	$579K	Hold	4,464	–	–	0.01%	413
2025 Q3	$581K	Hold	4,464	–	–	0.01%	400
2025 Q2	$494K	Hold	4,464	–	–	0.01%	434
2025 Q1	$426K	Sell	4,464 -16	-0.4%	-$1.58K	0.01%	329
2024 Q4	$435K	Buy	+4,480	New	+$423K	0.01%	330

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

First Citizens Bank & Trust sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 4,464 shares — an estimated $604K sold.

First Citizens Bank & Trust first reported a position in BMO in Q4 2024 and held it in 6 quarters. The position peaked at $604K in Q1 2026. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

First Citizens Bank & Trust reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
First Citizens Bank & Trust sold 4,464 Bank of Montreal shares in Q2 2026, an estimated $604K.
First Citizens Bank & Trust first reported a position in Bank of Montreal in Q4 2024 and held it in 6 quarters.
First Citizens Bank & Trust's Bank of Montreal position peaked at $604K in Q1 2026.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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