Generali Asset Management’s Bank of Montreal BMO Stock Holding History

Generali Asset 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	$26.8M	Buy	107,097 +11,239	+12%	+$1.77M	0.49%	48
2026 Q1	$18.1M	Buy	95,858 +9,186	+11%	+$1.28M	0.38%	57
2025 Q4	$15.4M	Buy	86,672 +11,320	+15%	+$1.43M	0.32%	71
2025 Q3	$13.7M	Sell	75,352 -20,872	-22%	-$2.47M	0.29%	73
2025 Q2	$14.5M	Buy	96,224 +3,262	+4%	+$329K	0.33%	67
2025 Q1	$12.8M	Buy	92,962 +21,381	+30%	+$2.11M	0.31%	68
2024 Q4	$9.99M	Buy	+71,581	New	+$6.77M	0.26%	80

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

Generali Asset Management's BMO Position: Q2 2026 in Review

Generali Asset Management increased its Bank of Montreal (BMO) stake by 12% in Q2 2026, buying an estimated $1.77M and bringing the position to 107,097 shares worth $26.8M. The position accounts for 0.49% of the portfolio, ranked #48.

Generali Asset Management first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Generali Asset Management held 107,097 shares of Bank of Montreal worth $26.8M as of Q2 2026.
Generali Asset Management bought 11,239 Bank of Montreal shares in Q2 2026, an estimated $1.77M.
Bank of Montreal made up 0.49% of Generali Asset Management's portfolio in Q2 2026, its #48 holding.
Generali Asset Management first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.