Harvest Fund Management’s Bank of Montreal BMO Stock Holding History

Harvest Fund 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	–	Sell	-90	Closed	-$12K	–	471
2026 Q1	$12K	Buy	+90	New	+$12.5K	﹤0.01%	431
2023 Q4	–	Sell	-224	Closed	-$19K	–	647
2023 Q3	$19K	Hold	224	–	–	﹤0.01%	485
2023 Q2	$20K	Hold	224	–	–	﹤0.01%	498
2023 Q1	$20K	Hold	224	–	–	﹤0.01%	579
2022 Q4	$20K	Sell	224 -1,264	-85%	-$117K	0.01%	589
2022 Q3	$130K	Buy	+1,488	New	+$144K	0.04%	255

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

Harvest Fund Management's BMO Position: Q2 2026 in Review

Harvest Fund Management sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 90 shares — an estimated $12K sold.

Harvest Fund Management first reported a position in BMO in Q3 2022 and held it in 6 quarters. The position peaked at $130K in Q3 2022. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Harvest Fund Management reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Harvest Fund Management sold 90 Bank of Montreal shares in Q2 2026, an estimated $12K.
Harvest Fund Management first reported a position in Bank of Montreal in Q3 2022 and held it in 6 quarters.
Harvest Fund Management's Bank of Montreal position peaked at $130K in Q3 2022.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.