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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Fulton Bank's BMO Position: Q2 2026 in Review

Fulton Bank reduced its Bank of Montreal (BMO) stake by 60% in Q2 2026, selling an estimated $683K and leaving 2,952 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #485.

Fulton Bank first reported a position in BMO in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.78M in Q3 2025. 99 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Fulton Bank held 2,952 shares of Bank of Montreal worth $522K as of Q2 2026.
  • Fulton Bank sold 4,347 Bank of Montreal shares in Q2 2026, an estimated $683K.
  • Bank of Montreal made up 0.02% of Fulton Bank's portfolio in Q2 2026, its #485 holding.
  • Fulton Bank first reported a position in Bank of Montreal in Q2 2013 and has held it in 13 quarters since.
  • Fulton Bank's Bank of Montreal position peaked at $1.78M in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.