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Harvest Portfolios Group’s Bank of Montreal BMO Stock Holding History

Harvest Portfolios Group’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 		$9.73M Sell
55,038
-1,339
-2% -$210K 0.14% 97
2026
Q1 		$7.64M Buy
56,377
+19,498
+53% +$2.71M 0.13% 95
2025
Q4 		$4.79M Buy
36,879
+3,963
+12% +$502K 0.08% 115
2025
Q3 		$4.29M Buy
32,916
+1,260
+4% +$149K 0.08% 113
2025
Q2 		$3.51M Buy
31,656
+1,012
+3% +$102K 0.08% 111
2025
Q1 		$2.93M Sell
30,644
-44
-0.1% -$4.35K 0.09% 114
2024
Q4 		$2.98M Sell
30,688
-1,124
-4% -$106K 0.1% 106
2024
Q3 		$2.87M Buy
31,812
+554
+2% +$47.3K 0.1% 110
2024
Q2 		$2.62M Buy
31,258
+696
+2% +$63.2K 0.1% 110
2024
Q1 		$2.98M Buy
30,562
+57
+0.2% +$5.38K 0.12% 108
2023
Q4 		$3.02M Sell
30,505
-401
-1% -$33.5K 0.13% 104
2023
Q3 		$2.61M Buy
30,906
+1,236
+4% +$109K 0.12% 103
2023
Q2 		$2.68M Buy
29,670
+2,909
+11% +$257K 0.12% 109
2023
Q1 		$2.38M Buy
+26,761
New +$2.54M 0.12% 108

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Harvest Portfolios Group's BMO Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Bank of Montreal (BMO) stake by 2.4% in Q2 2026, selling an estimated $210K and leaving 55,038 shares worth $9.73M. The position accounts for 0.14% of the portfolio, ranked #97.

Harvest Portfolios Group first reported a position in BMO in Q1 2023 and has held it in 14 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Harvest Portfolios Group held 55,038 shares of Bank of Montreal worth $9.73M as of Q2 2026.
  • Harvest Portfolios Group sold 1,339 Bank of Montreal shares in Q2 2026, an estimated $210K.
  • Bank of Montreal made up 0.14% of Harvest Portfolios Group's portfolio in Q2 2026, its #97 holding.
  • Harvest Portfolios Group first reported a position in Bank of Montreal in Q1 2023 and has held it in 14 quarters since.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.