Five Oceans Advisors’s Bank of Montreal BMO Stock Holding History

Five Oceans Advisors’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 Q3	$491K	Hold	2,938	–	–	0.19%	68
2026 Q2	$519K	Hold	2,938	–	–	0.17%	75
2026 Q1	$398K	Hold	2,938	–	–	0.14%	84
2025 Q4	$381K	Hold	2,938	–	–	0.13%	94
2025 Q3	$383K	Sell	2,938 -4	-0.1%	-$474	0.14%	86
2025 Q2	$325K	Sell	2,942 -114	-4%	-$11.5K	0.14%	101
2025 Q1	$292K	Sell	3,056 -310	-9%	-$30.7K	0.14%	103
2024 Q4	$327K	Buy	+3,366	New	+$318K	0.15%	91
2024 Q2	–	Sell	-2,774	Closed	-$271K	–	182
2024 Q1	$271K	Buy	2,774 +3	+0.1%	+$283	0.14%	134
2023 Q4	$274K	Sell	2,771 -7	-0.3%	-$584	0.15%	117
2023 Q3	$234K	Buy	2,778 +7	+0.3%	+$615	0.15%	121
2023 Q2	$250K	Sell	2,771 -180	-6%	-$15.9K	0.16%	117
2023 Q1	$263K	Sell	2,951 -772	-21%	-$73.2K	0.17%	111
2022 Q4	$337K	Sell	3,723 -1	-0%	-$93	0.23%	92
2022 Q3	$326K	Buy	3,724 +1,008	+37%	+$97.5K	0.26%	83
2022 Q2	$261K	Buy	2,716 +327	+14%	+$34.7K	0.19%	99
2022 Q1	$282K	Buy	+2,389	New	+$277K	0.25%	78

Other funds holding BMO

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Five Oceans Advisors's BMO Position: Q3 2026 in Review

Five Oceans Advisors held its Bank of Montreal (BMO) position steady in Q3 2026 at 2,938 shares worth $491K. The position accounts for 0.19% of the portfolio, ranked #68.

Five Oceans Advisors first reported a position in BMO in Q1 2022 and has held it in 17 quarters since. The position peaked at $519K in Q2 2026. 138 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Five Oceans Advisors held 2,938 shares of Bank of Montreal worth $491K as of Q3 2026.
Five Oceans Advisors left its Bank of Montreal share count unchanged in Q3 2026.
Bank of Montreal made up 0.19% of Five Oceans Advisors's portfolio in Q3 2026, its #68 holding.
Five Oceans Advisors first reported a position in Bank of Montreal in Q1 2022 and has held it in 17 quarters since.
Five Oceans Advisors's Bank of Montreal position peaked at $519K in Q2 2026.
138 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Five Oceans Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.