Flagship Harbor Advisors’s Bank of Montreal BMO Stock Holding History

Flagship Harbor 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 Q1	–	Sell	-262	Closed	-$34K	–	898
2025 Q4	$34K	Buy	+262	New	+$33.2K	﹤0.01%	1172
2020 Q4	–	Sell	-62	Closed	-$3K	–	680
2020 Q3	$3K	Hold	62	–	–	﹤0.01%	1635
2020 Q2	$3K	Hold	62	–	–	﹤0.01%	1695
2020 Q1	$3K	Sell	62 -62	-50%	-$4.2K	﹤0.01%	1520
2019 Q4	$10K	Hold	124	–	–	﹤0.01%	1321
2019 Q3	$9K	Buy	124 +40	+48%	+$2.92K	﹤0.01%	1308
2019 Q2	$6K	Sell	84 -2,454	-97%	-$188K	﹤0.01%	1435
2019 Q1	$189K	Buy	2,538 +2,416	+1,980%	+$179K	0.04%	410
2018 Q4	$7K	Sell	122 -80	-40%	-$5.93K	﹤0.01%	1333
2018 Q3	$17K	Buy	202 +1	+0.5%	+$80	﹤0.01%	1168
2018 Q2	$15K	Buy	+201	New	+$15.5K	﹤0.01%	1205

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Flagship Harbor Advisors's BMO Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 262 shares — an estimated $34K sold.

Flagship Harbor Advisors first reported a position in BMO in Q2 2018 and held it in 11 quarters. The position peaked at $189K in Q1 2019. 637 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Flagship Harbor Advisors reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 262 Bank of Montreal shares in Q1 2026, an estimated $34K.
Flagship Harbor Advisors first reported a position in Bank of Montreal in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's Bank of Montreal position peaked at $189K in Q1 2019.
637 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.