Fulton Bank’s Bank of Montreal BMO Stock Holding History

Fulton Bank’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 Q3	–	Sell	-2,952	Closed	-$522K	–	691
2026 Q2	$522K	Sell	2,952 -4,347	-60%	-$683K	0.02%	485
2026 Q1	$988K	Sell	7,299 -2,802	-28%	-$389K	0.03%	304
2025 Q4	$1.31M	Sell	10,101 -3,559	-26%	-$451K	0.05%	256
2025 Q3	$1.78M	Sell	13,660 -289	-2%	-$34.2K	0.06%	204
2025 Q2	$1.54M	Sell	13,949 -493	-3%	-$49.7K	0.06%	227
2025 Q1	$1.38M	Sell	14,442 -55	-0.4%	-$5.44K	0.06%	226
2024 Q4	$1.41M	Buy	+14,497	New	+$1.37M	0.05%	226
2015 Q1	–	Sell	-2,999	Closed	-$212K	–	387
2014 Q4	$212K	Buy	2,999 +108	+4%	+$7.73K	0.02%	355
2014 Q3	$212K	Buy	2,891 +151	+6%	+$11.4K	0.02%	344
2014 Q2	$201K	Buy	+2,740	New	+$191K	0.02%	368
2014 Q1	–	Sell	-4,941	Closed	-$329K	–	355
2013 Q4	$329K	Buy	4,941 +407	+9%	+$27.7K	0.04%	250
2013 Q3	$303K	Buy	4,534 +363	+9%	+$22.8K	0.04%	256
2013 Q2	$242K	Buy	+4,171	New	+$253K	0.03%	264

Other funds holding BMO

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Fulton Bank's BMO Position: Q3 2026 in Review

Fulton Bank sold out of Bank of Montreal (BMO) in Q3 2026, closing a stake of 2,952 shares — an estimated $522K sold.

Fulton Bank first reported a position in BMO in Q2 2013 and held it in 13 quarters. The position peaked at $1.78M in Q3 2025. 478 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Fulton Bank reported no remaining Bank of Montreal position as of Q3 2026 after selling out during the quarter.
Fulton Bank sold 2,952 Bank of Montreal shares in Q3 2026, an estimated $522K.
Fulton Bank first reported a position in Bank of Montreal in Q2 2013 and held it in 13 quarters.
Fulton Bank's Bank of Montreal position peaked at $1.78M in Q3 2025.
478 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.