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Harbour Trust & Investment Management’s Bank of Montreal BMO Stock Holding History

Harbour Trust & Investment Management’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 		$1.03M Sell
5,855
-80
-1% -$12.6K 0.1% 84
2026
Q1 		$803K Sell
5,935
-20
-0.3% -$2.78K 0.09% 95
2025
Q4 		$773K Sell
5,955
-20
-0.3% -$2.53K 0.08% 97
2025
Q3 		$778K Hold
5,975
– – 0.08% 98
2025
Q2 		$661K Sell
5,975
-365
-6% -$36.8K 0.07% 101
2025
Q1 		$606K Hold
6,340
– – 0.07% 105
2024
Q4 		$615K Hold
6,340
– – 0.07% 106
2024
Q3 		$572K Buy
6,340
+172
+3% +$14.7K 0.07% 110
2024
Q2 		$517K Sell
6,168
-53
-0.9% -$4.81K 0.06% 114
2024
Q1 		$608K Sell
6,221
-305
-5% -$28.8K 0.08% 113
2023
Q4 		$646K Buy
+6,526
New +$545K 0.09% 103

Other funds holding BMO

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Harbour Trust & Investment Management's BMO Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its Bank of Montreal (BMO) stake by 1.3% in Q2 2026, selling an estimated $12.6K and leaving 5,855 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #84.

Harbour Trust & Investment Management first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Harbour Trust & Investment Management held 5,855 shares of Bank of Montreal worth $1.03M as of Q2 2026.
  • Harbour Trust & Investment Management sold 80 Bank of Montreal shares in Q2 2026, an estimated $12.6K.
  • Bank of Montreal made up 0.1% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #84 holding.
  • Harbour Trust & Investment Management first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
  • 246 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.