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Greenwood Gearhart’s Bank of Montreal BMO Stock Holding History

Greenwood Gearhart’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 		$338K Buy
1,912
+290
+18% +$45.6K 0.02% 124
2026
Q1 		$220K Buy
+1,622
New +$225K 0.01% 124

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Greenwood Gearhart's BMO Position: Q2 2026 in Review

Greenwood Gearhart increased its Bank of Montreal (BMO) stake by 18% in Q2 2026, buying an estimated $45.6K and bringing the position to 1,912 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #124.

Greenwood Gearhart first reported a position in BMO in Q1 2026 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Greenwood Gearhart held 1,912 shares of Bank of Montreal worth $338K as of Q2 2026.
  • Greenwood Gearhart bought 290 Bank of Montreal shares in Q2 2026, an estimated $45.6K.
  • Bank of Montreal made up 0.02% of Greenwood Gearhart's portfolio in Q2 2026, its #124 holding.
  • Greenwood Gearhart first reported a position in Bank of Montreal in Q1 2026 and has held it in 2 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.