Fox Run Management’s Bank of Montreal BMO Stock Holding History

Fox Run 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	-2,220	Closed	-$292K	–	951
2026 Q1	$292K	Buy	+2,220	New	+$308K	0.05%	628
2025 Q3	–	Sell	-2,116	Closed	-$234K	–	928
2025 Q2	$234K	Sell	2,116 -637	-23%	-$64.2K	0.04%	714
2025 Q1	$263K	Buy	+2,753	New	+$272K	0.04%	713
2023 Q3	–	Sell	-4,052	Closed	-$366K	–	716
2023 Q2	$366K	Buy	+4,052	New	+$358K	0.1%	378
2022 Q3	–	Sell	-6,265	Closed	-$603K	–	611
2022 Q2	$603K	Buy	+6,265	New	+$666K	0.3%	75
2021 Q4	–	Sell	-3,972	Closed	-$396K	–	483
2021 Q3	$396K	Buy	+3,972	New	+$400K	0.25%	140
2019 Q3	–	Sell	-2,785	Closed	-$210K	–	374
2019 Q2	$210K	Buy	+2,785	New	+$213K	0.14%	355
2016 Q1	–	Sell	-5,000	Closed	-$282K	–	423
2015 Q4	$282K	Buy	+5,000	New	+$288K	0.22%	186

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

Fox Run Management's BMO Position: Q2 2026 in Review

Fox Run Management sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 2,220 shares — an estimated $292K sold.

Fox Run Management first reported a position in BMO in Q4 2015 and held it in 8 quarters. The position peaked at $603K in Q2 2022. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Fox Run Management reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Fox Run Management sold 2,220 Bank of Montreal shares in Q2 2026, an estimated $292K.
Fox Run Management first reported a position in Bank of Montreal in Q4 2015 and held it in 8 quarters.
Fox Run Management's Bank of Montreal position peaked at $603K in Q2 2022.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.