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 Q2	$53.7M	Sell	303,771 -64,391	-17%	-$10.1M	4.84%	3
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 $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

Guardian Partners's BMO Position: Q2 2026 in Review

Guardian Partners reduced its Bank of Montreal (BMO) stake by 17% in Q2 2026, selling an estimated $10.1M and leaving 303,771 shares worth $53.7M. The position accounts for 4.84% of the portfolio, ranked #3.

Guardian Partners first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Guardian Partners held 303,771 shares of Bank of Montreal worth $53.7M as of Q2 2026.
Guardian Partners sold 64,391 Bank of Montreal shares in Q2 2026, an estimated $10.1M.
Bank of Montreal made up 4.84% of Guardian Partners's portfolio in Q2 2026, its #3 holding.
Guardian Partners first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.