Forum Financial Management’s Bank of Montreal BMO Stock Holding History

Forum Financial Management’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	-5,781	Closed	-$750K	–	418
2025 Q4	$750K	Buy	5,781 +323	+6%	+$40.9K	0.01%	322
2025 Q3	$711K	Buy	5,458 +900	+20%	+$107K	0.01%	324
2025 Q2	$504K	Sell	4,558 -1,200	-21%	-$121K	0.01%	404
2025 Q1	$550K	Buy	+5,758	New	+$569K	0.01%	335
2024 Q4	–	Sell	-5,477	Closed	-$494K	–	936
2024 Q3	$494K	Hold	5,477	–	–	0.01%	335
2024 Q2	$459K	Hold	5,477	–	–	0.01%	334
2024 Q1	$535K	Hold	5,477	–	–	0.01%	302
2023 Q4	$542K	Sell	5,477 -877	-14%	-$73.2K	0.01%	273
2023 Q3	$536K	Sell	6,354 -974	-13%	-$85.6K	0.01%	265
2023 Q2	$662K	Buy	7,328 +500	+7%	+$44.2K	0.01%	230
2023 Q1	$608K	Sell	6,828 -3	-0%	-$285	0.02%	222
2022 Q4	$619K	Buy	6,831 +3	+0%	+$278	0.02%	210
2022 Q3	$598K	Hold	6,828	–	–	0.03%	190
2022 Q2	$657K	Hold	6,828	–	–	0.03%	182
2022 Q1	$805K	Hold	6,828	–	–	0.04%	159
2021 Q4	$736K	Buy	+6,828	New	+$736K	0.04%	169

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

Forum Financial Management's BMO Position: Q1 2026 in Review

Forum Financial Management sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 5,781 shares — an estimated $750K sold.

Forum Financial Management first reported a position in BMO in Q4 2021 and held it in 16 quarters. The position peaked at $805K in Q1 2022. 637 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Forum Financial Management reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 5,781 Bank of Montreal shares in Q1 2026, an estimated $750K.
Forum Financial Management first reported a position in Bank of Montreal in Q4 2021 and held it in 16 quarters.
Forum Financial Management's Bank of Montreal position peaked at $805K in Q1 2022.
637 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.