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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
2025
Q1 		– Sell
-8,955
Closed -$869K – 211
2024
Q4 		$869K Buy
8,955
+1,543
+21% +$146K 0.12% 132
2024
Q3 		$670K Sell
7,412
-4,531
-38% -$387K 0.09% 141
2024
Q2 		$1M Buy
+11,943
New +$1.08M 0.13% 130
2024
Q1 		– Sell
-15,964
Closed -$1.6M – 227
2023
Q4 		$1.6M Buy
+15,964
New +$1.33M 0.24% 113

Other funds holding BMO

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 270 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.
  • 270 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.