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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
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 $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

Harvest Portfolios Group's BMO Position: Q1 2026 in Review

Harvest Portfolios Group increased its Bank of Montreal (BMO) stake by 53% in Q1 2026, buying an estimated $2.71M and bringing the position to 56,377 shares worth $7.64M. The position accounts for 0.13% of the portfolio, ranked #95.

Harvest Portfolios Group first reported a position in BMO in Q1 2023 and has held it in 13 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Harvest Portfolios Group held 56,377 shares of Bank of Montreal worth $7.64M as of Q1 2026.
  • Harvest Portfolios Group bought 19,498 Bank of Montreal shares in Q1 2026, an estimated $2.71M.
  • Bank of Montreal made up 0.13% of Harvest Portfolios Group's portfolio in Q1 2026, its #95 holding.
  • Harvest Portfolios Group first reported a position in Bank of Montreal in Q1 2023 and has held it in 13 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.