Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Bank of Montreal BMO Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2023 Q4	–	Sell	-67,500	Closed	-$5.7M	–	1016
2023 Q3	$5.7M	Buy	67,500 +19,500	+41%	+$1.71M	0.03%	340
2023 Q2	$4.34M	Hold	48,000	–	–	0.02%	415
2023 Q1	$4.28M	Buy	48,000 +35,400	+281%	+$3.36M	0.02%	385
2022 Q4	$1.14M	Buy	+12,600	New	+$1.17M	0.01%	868
2022 Q2	–	Sell	-33,500	Closed	-$3.94M	–	1571
2022 Q1	$3.94M	Buy	+33,500	New	+$3.88M	0.01%	621
2020 Q3	–	Sell	-32,900	Closed	-$1.75M	–	1049
2020 Q2	$1.75M	Hold	32,900	–	–	0.01%	353
2020 Q1	$1.66M	Buy	32,900 +7,900	+32%	+$536K	0.02%	301
2019 Q4	$1.94M	Buy	+25,000	New	+$1.88M	0.01%	559

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's BMO Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its Bank of Montreal (BMO) stake by 7% in Q1 2026, buying an estimated $31.7M and bringing the position to 3,495,672 shares worth $473M. The position accounts for 0.76% of the portfolio, ranked #24.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in BMO in Q4 2019 and has held it in 25 quarters since. The position peaked at $528M in Q2 2025. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 3,495,672 shares of Bank of Montreal worth $473M as of Q1 2026.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 228,210 Bank of Montreal shares in Q1 2026, an estimated $31.7M.
Bank of Montreal made up 0.76% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #24 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Bank of Montreal in Q4 2019 and has held it in 25 quarters since.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Bank of Montreal position peaked at $528M in Q2 2025.
636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.