GCC
BMO icon

Guardian Capital (Canada)’s Bank of Montreal BMO Stock Holding History

Guardian Capital (Canada)’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 		$109M Sell
614,927
-65,746
-10% -$10.3M 2.64% 9
2026
Q1 		$91.9M Sell
680,673
-60
-0% -$8.34K 2.43% 10
2025
Q4 		$88.4M Sell
680,733
-1,036,509
-60% -$131M 2.62% 9
2025
Q3 		$224M Sell
1,717,242
-365,965
-18% -$43.3M 7.23% 2
2025
Q2 		$230M Buy
2,083,207
+19,080
+0.9% +$1.92M 8.14% 1
2025
Q1 		$197M Sell
2,064,127
-87,749
-4% -$8.68M 7.75% 1
2024
Q4 		$209M Sell
2,151,876
-6,137
-0.3% -$580K 7.76% 1
2024
Q3 		$195M Sell
2,158,013
-407,311
-16% -$34.7M 7.14% 2
2024
Q2 		$215M Sell
2,565,324
-67,585
-3% -$6.14M 8.12% 1
2024
Q1 		$257M Sell
2,632,909
-2,595
-0.1% -$245K 8.97% 1
2023
Q4 		$262M Buy
2,635,504
+41,547
+2% +$3.47M 9.39% 1
2023
Q3 		$220M Sell
2,593,957
-137,587
-5% -$12.1M 8.18% 1
2023
Q2 		$247M Buy
2,731,544
+80,174
+3% +$7.09M 7.91% 1
2023
Q1 		$236M Buy
2,651,370
+107,459
+4% +$10.2M 7.52% 1
2022
Q4 		$230M Sell
2,543,911
-189,535
-7% -$17.5M 7.58% 1
2022
Q3 		$241M Buy
2,733,446
+47,386
+2% +$4.58M 8.28% 1
2022
Q2 		$258M Sell
2,686,060
-835,209
-24% -$88.7M 7.88% 1
2022
Q1 		$415M Sell
3,521,269
-28,953
-0.8% -$3.36M 8.06% 1
2021
Q4 		$383M Sell
3,550,222
-13,592
-0.4% -$1.46M 7.39% 2
2021
Q3 		$356M Sell
3,563,814
-64,378
-2% -$6.48M 7.36% 1
2021
Q2 		$372M Sell
3,628,192
-264,020
-7% -$26.1M 7.3% 1
2021
Q1 		$436M Buy
3,892,212
+1,458,190
+60% +$119M 7.31% 1
2020
Q4 		$185M Buy
2,434,022
+979,408
+67% +$67M 4.31% 3
2020
Q3 		$84.8M Buy
1,454,614
+177,667
+14% +$10.3M 2.23% 16
2020
Q2 		$67.7M Sell
1,276,947
-1,171,813
-48% -$59.8M 1.75% 20
2020
Q1 		$122M Buy
2,448,760
+922,362
+60% +$62.5M 3.64% 8
2019
Q4 		$118M Sell
1,526,398
-17,337
-1% -$1.3M 2.46% 16
2019
Q3 		$114M Buy
1,543,735
+6,443
+0.4% +$469K 2.28% 15
2019
Q2 		$116M Sell
1,537,292
-75,833
-5% -$5.8M 2.26% 16
2019
Q1 		$121M Sell
1,613,125
-23,241
-1% -$1.72M 2.23% 18
2018
Q4 		$107M Sell
1,636,366
-1,727,357
-51% -$128M 2.23% 15
2018
Q3 		$277M Sell
3,363,723
-253,058
-7% -$20.4M 4.65% 4
2018
Q2 		$280M Buy
3,616,781
+61,260
+2% +$4.72M 4.73% 4
2018
Q1 		$268M Sell
3,555,521
-512,435
-13% -$40.3M 4.63% 4
2017
Q4 		$327M Sell
4,067,956
-79,953
-2% -$6.23M 4.82% 4
2017
Q3 		$313M Sell
4,147,909
-47,991
-1% -$3.58M 4.63% 4
2017
Q2 		$308M Sell
4,195,900
-211,340
-5% -$15M 4.81% 4
2017
Q1 		$329M Sell
4,407,240
-798,807
-15% -$60.3M 5% 4
2016
Q4 		$374M Sell
5,206,047
-110,577
-2% -$7.38M 5.53% 3
2016
Q3 		$348M Buy
5,316,624
+24,225
+0.5% +$1.57M 5.47% 3
2016
Q2 		$333M Sell
5,292,399
-44,480
-0.8% -$2.82M 5.45% 3
2016
Q1 		$325M Buy
5,336,879
+200,858
+4% +$11M 5.48% 3
2015
Q4 		$290M Buy
5,136,021
+702,427
+16% +$40.4M 5.56% 3
2015
Q3 		$241M Buy
4,433,594
+276,063
+7% +$15.2M 4.58% 4
2015
Q2 		$247M Sell
4,157,531
-294,943
-7% -$18.5M 4.18% 5
2015
Q1 		$266M Buy
4,452,474
+624,287
+16% +$38.7M 4.53% 4
2014
Q4 		$271M Buy
3,828,187
+273,187
+8% +$19.6M 4.33% 5
2014
Q3 		$261M Buy
3,555,000
+2,217,277
+166% +$167M 3.93% 6
2014
Q2 		$98.5M Buy
1,337,723
+2,074
+0.2% +$145K 1.42% 25
2014
Q1 		$89.4M Sell
1,335,649
-30,341
-2% -$1.97M 1.39% 25
2013
Q4 		$90.9M Buy
1,365,990
+481,941
+55% +$32.8M 1.44% 24
2013
Q3 		$59.1M Buy
884,049
+57,305
+7% +$3.59M 0.96% 34
2013
Q2 		$48M Buy
+826,744
New +$50.1M 0.85% 37

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Guardian Capital (Canada)'s BMO Position: Q2 2026 in Review

Guardian Capital (Canada) reduced its Bank of Montreal (BMO) stake by 9.7% in Q2 2026, selling an estimated $10.3M and leaving 614,927 shares worth $109M. The position accounts for 2.64% of the portfolio, ranked #9.

Guardian Capital (Canada) first reported a position in BMO in Q2 2013 and has held it in 53 quarters since. The position peaked at $436M in Q1 2021. 628 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Guardian Capital (Canada) held 614,927 shares of Bank of Montreal worth $109M as of Q2 2026.
  • Guardian Capital (Canada) sold 65,746 Bank of Montreal shares in Q2 2026, an estimated $10.3M.
  • Bank of Montreal made up 2.64% of Guardian Capital (Canada)'s portfolio in Q2 2026, its #9 holding.
  • Guardian Capital (Canada) first reported a position in Bank of Montreal in Q2 2013 and has held it in 53 quarters since.
  • Guardian Capital (Canada)'s Bank of Montreal position peaked at $436M in Q1 2021.
  • 628 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.