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Harbour Investments’s Bank of Montreal BMO Stock Holding History

Harbour Investments’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 		$1.77M Buy
13,099
+6,167
+89% +$857K 0.03% 543
2025
Q4 		$900K Sell
6,932
-348
-5% -$44.1K 0.02% 636
2025
Q3 		$948K Buy
7,280
+257
+4% +$30.4K 0.02% 586
2025
Q2 		$777K Buy
7,023
+30
+0.4% +$3.02K 0.02% 615
2025
Q1 		$668K Buy
6,993
+48
+0.7% +$4.75K 0.02% 621
2024
Q4 		$674K Buy
6,945
+48
+0.7% +$4.54K 0.02% 603
2024
Q3 		$622K Buy
6,897
+641
+10% +$54.7K 0.02% 588
2024
Q2 		$525K Buy
6,256
+289
+5% +$26.2K 0.02% 588
2024
Q1 		$583K Buy
5,967
+2,082
+54% +$197K 0.02% 542
2023
Q4 		$384K Buy
3,885
+562
+17% +$46.9K 0.02% 625
2023
Q3 		$280K Sell
3,323
-2,074
-38% -$182K 0.01% 685
2023
Q2 		$487K Sell
5,397
-365
-6% -$32.3K 0.02% 501
2023
Q1 		$513K Buy
5,762
+255
+5% +$24.2K 0.03% 463
2022
Q4 		$499K Buy
5,507
+912
+20% +$84.4K 0.03% 451
2022
Q3 		$442K Hold
4,595
– – 0.03% 448
2022
Q2 		$442K Buy
+4,595
New +$488K 0.03% 448
2021
Q4 		$582K Sell
5,401
-3,369
-38% -$363K 0.03% 400
2021
Q3 		$875K Buy
8,770
+440
+5% +$44.3K 0.03% 480
2021
Q2 		$854K Sell
8,330
-147
-2% -$14.5K 0.03% 499
2021
Q1 		$756K Buy
+8,477
New +$691K 0.03% 472

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbour Investments's BMO Position: Q1 2026 in Review

Harbour Investments increased its Bank of Montreal (BMO) stake by 89% in Q1 2026, buying an estimated $857K and bringing the position to 13,099 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #543.

Harbour Investments first reported a position in BMO in Q1 2021 and has held it in 20 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Harbour Investments held 13,099 shares of Bank of Montreal worth $1.77M as of Q1 2026.
  • Harbour Investments bought 6,167 Bank of Montreal shares in Q1 2026, an estimated $857K.
  • Bank of Montreal made up 0.03% of Harbour Investments's portfolio in Q1 2026, its #543 holding.
  • Harbour Investments first reported a position in Bank of Montreal in Q1 2021 and has held it in 20 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.