Greenleaf Trust’s Bank of Montreal BMO Stock Holding History

Greenleaf Trust’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	$260K	Buy	+1,471	New	+$231K	﹤0.01%	744
2025 Q3	–	Sell	-1,952	Closed	-$216K	–	811
2025 Q2	$216K	Sell	1,952 -238	-11%	-$24K	﹤0.01%	745
2025 Q1	$209K	Buy	+2,190	New	+$217K	﹤0.01%	760
2024 Q3	–	Sell	-5,624	Closed	-$472K	–	833
2024 Q2	$472K	Buy	+5,624	New	+$511K	﹤0.01%	494

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

Greenleaf Trust's BMO Position: Q2 2026 in Review

Greenleaf Trust opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,471 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in BMO as recently as Q2 2025.

Greenleaf Trust first reported a position in BMO in Q2 2024 and has held it in 4 quarters since. The position peaked at $472K in Q2 2024. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Greenleaf Trust held 1,471 shares of Bank of Montreal worth $260K as of Q2 2026.
Bank of Montreal was a new Greenleaf Trust position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #744 holding.
Greenleaf Trust first reported a position in Bank of Montreal in Q2 2024 and has held it in 4 quarters since.
Greenleaf Trust's Bank of Montreal position peaked at $472K in Q2 2024.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.