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 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 $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fourpath Capital Management's BMO Position: Q1 2026 in Review

Fourpath Capital Management reduced its Bank of Montreal (BMO) stake by 27% in Q1 2026, selling an estimated $159K and leaving 3,049 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #167.

Fourpath Capital Management first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $768K in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Fourpath Capital Management held 3,049 shares of Bank of Montreal worth $413K as of Q1 2026.
Fourpath Capital Management sold 1,145 Bank of Montreal shares in Q1 2026, an estimated $159K.
Bank of Montreal made up 0.06% of Fourpath Capital Management's portfolio in Q1 2026, its #167 holding.
Fourpath Capital Management first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
Fourpath Capital Management's Bank of Montreal position peaked at $768K in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.