Genus Capital Management’s Bank of Montreal BMO Stock Holding History

Genus 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 Q2	$25.9M	Buy	146,609 +34,161	+30%	+$5.37M	2.55%	4
2026 Q1	$15.2M	Buy	112,448 +84,926	+309%	+$11.8M	1.74%	13
2025 Q4	$3.58M	Buy	27,522 +131	+0.5%	+$16.6K	0.42%	76
2025 Q3	$3.57M	Buy	27,391 +9,886	+56%	+$1.17M	0.41%	85
2025 Q2	$1.94M	Sell	17,505 -6,660	-28%	-$671K	0.25%	108
2025 Q1	$2.31M	Buy	+24,165	New	+$2.39M	0.33%	86
2024 Q2	–	Sell	-169,616	Closed	-$15.4M	–	221
2024 Q1	$16.6M	Buy	+169,616	New	+$16M	2.15%	7
2023 Q4	–	Sell	-156,804	Closed	-$13.1M	–	218
2023 Q3	$13.3M	Sell	156,804 -34,458	-18%	-$3.03M	2.09%	8
2023 Q2	$17.3M	Buy	+191,262	New	+$16.9M	2.55%	4

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

Genus Capital Management's BMO Position: Q2 2026 in Review

Genus Capital Management increased its Bank of Montreal (BMO) stake by 30% in Q2 2026, buying an estimated $5.37M and bringing the position to 146,609 shares worth $25.9M. The position accounts for 2.55% of the portfolio, ranked #4.

Genus Capital Management first reported a position in BMO in Q2 2023 and has held it in 9 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Genus Capital Management held 146,609 shares of Bank of Montreal worth $25.9M as of Q2 2026.
Genus Capital Management bought 34,161 Bank of Montreal shares in Q2 2026, an estimated $5.37M.
Bank of Montreal made up 2.55% of Genus Capital Management's portfolio in Q2 2026, its #4 holding.
Genus Capital Management first reported a position in Bank of Montreal in Q2 2023 and has held it in 9 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.