Guardian Partners’s Bank of Montreal BMO Stock Holding History

Guardian Partners’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 Q1	$49.9M	Sell	368,162 -3,762	-1%	-$523K	4.16%	3
2025 Q4	$52.2M	Buy	371,924 +33,190	+10%	+$4.2M	4.18%	3
2025 Q3	$44.3M	Sell	338,734 -4,503	-1%	-$533K	3.75%	4
2025 Q2	$38.9M	Sell	343,237 -6,676	-2%	-$673K	3.5%	5
2025 Q1	$31.8M	Sell	349,913 -27,758	-7%	-$2.75M	3.28%	4
2024 Q4	$37.1M	Buy	+377,671	New	+$35.7M	3.78%	3

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guardian Partners's BMO Position: Q1 2026 in Review

Guardian Partners reduced its Bank of Montreal (BMO) stake by 1% in Q1 2026, selling an estimated $523K and leaving 368,162 shares worth $49.9M. The position accounts for 4.16% of the portfolio, ranked #3.

Guardian Partners first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $52.2M in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Guardian Partners held 368,162 shares of Bank of Montreal worth $49.9M as of Q1 2026.
Guardian Partners sold 3,762 Bank of Montreal shares in Q1 2026, an estimated $523K.
Bank of Montreal made up 4.16% of Guardian Partners's portfolio in Q1 2026, its #3 holding.
Guardian Partners first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
Guardian Partners's Bank of Montreal position peaked at $52.2M in Q4 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.