Fourpath Capital Management’s Bank of Montreal BMO Stock Holding History

Fourpath Capital 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 Q2	–	Sell	-3,049	Closed	-$413K	–	231
2026 Q1	$413K	Sell	3,049 -1,145	-27%	-$159K	0.06%	167
2025 Q4	$544K	Sell	4,194 -1,701	-29%	-$215K	0.07%	142
2025 Q3	$768K	Buy	5,895 +13	+0.2%	+$1.54K	0.11%	117
2025 Q2	$651K	Sell	5,882 -185	-3%	-$18.6K	0.1%	123
2025 Q1	$579K	Sell	6,067 -9	-0.1%	-$890	0.1%	124
2024 Q4	$590K	Buy	+6,076	New	+$574K	0.11%	124

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

Fourpath Capital Management's BMO Position: Q2 2026 in Review

Fourpath Capital Management sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 3,049 shares — an estimated $413K sold.

Fourpath Capital Management first reported a position in BMO in Q4 2024 and held it in 6 quarters. The position peaked at $768K in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Fourpath Capital Management reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Fourpath Capital Management sold 3,049 Bank of Montreal shares in Q2 2026, an estimated $413K.
Fourpath Capital Management first reported a position in Bank of Montreal in Q4 2024 and held it in 6 quarters.
Fourpath Capital Management's Bank of Montreal position peaked at $768K in Q3 2025.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.