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Hillsdale Investment Management’s Bank of Montreal BMO Stock Holding History

Hillsdale 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
Q1 		$73.6M Buy
543,809
+65,689
+14% +$9.13M 2% 7
2025
Q4 		$62.2M Sell
478,120
-46,902
-9% -$5.94M 1.72% 8
2025
Q3 		$68.4M Sell
525,022
-27,917
-5% -$3.31M 2.07% 7
2025
Q2 		$61.3M Sell
552,939
-87,345
-14% -$8.8M 2.26% 5
2025
Q1 		$61.2M Buy
640,284
+225,250
+54% +$22.3M 3.11% 4
2024
Q4 		$40.2M Buy
415,034
+396,687
+2,162% +$37.5M 2.04% 10
2024
Q3 		$1.66M Sell
18,347
-960
-5% -$81.9K 0.13% 208
2024
Q2 		$1.62M Sell
19,307
-9,240
-32% -$839K 0.13% 202
2024
Q1 		$2.79M Sell
28,547
-1,100
-4% -$104K 0.22% 169
2023
Q4 		$2.93M Sell
29,647
-14,200
-32% -$1.19M 0.24% 161
2023
Q3 		$3.7M Buy
43,847
+2,630
+6% +$231K 0.34% 111
2023
Q2 		$3.72M Sell
41,217
-57,240
-58% -$5.06M 0.34% 123
2023
Q1 		$8.76M Sell
98,457
-81,145
-45% -$7.7M 0.75% 24
2022
Q4 		$16.3M Buy
179,602
+4,150
+2% +$384K 1.37% 11
2022
Q3 		$15.4M Sell
175,452
-157,880
-47% -$15.3M 1.39% 12
2022
Q2 		$32M Buy
333,332
+75,985
+30% +$8.07M 2.57% 1
2022
Q1 		$30.3M Buy
257,347
+47,957
+23% +$5.56M 1.96% 8
2021
Q4 		$22.6M Buy
209,390
+35,160
+20% +$3.79M 1.51% 13
2021
Q3 		$17.4M Sell
174,230
-26,350
-13% -$2.65M 1.34% 11
2021
Q2 		$20.6M Buy
200,580
+3,540
+2% +$349K 1.64% 7
2021
Q1 		$17.6M Buy
197,040
+58,200
+42% +$4.75M 1.47% 10
2020
Q4 		$10.6M Buy
138,840
+105,070
+311% +$7.19M 1% 17
2020
Q3 		$1.97M Sell
33,770
-31,206
-48% -$1.81M 0.19% 150
2020
Q2 		$3.46M Sell
64,976
-138,120
-68% -$7.04M 0.31% 89
2020
Q1 		$10.3M Buy
203,096
+63,114
+45% +$4.28M 1.23% 14
2019
Q4 		$10.8M Sell
139,982
-34,470
-20% -$2.59M 0.94% 19
2019
Q3 		$12.9M Sell
174,452
-76,630
-31% -$5.58M 1.12% 22
2019
Q2 		$18.9M Sell
251,082
-96,870
-28% -$7.41M 1.88% 6
2019
Q1 		$26.1M Buy
347,952
+49,002
+16% +$3.62M 2.36% 6
2018
Q4 		$19.6M Sell
298,950
-29,840
-9% -$2.21M 2.32% 4
2018
Q3 		$27.1M Buy
328,790
+106,670
+48% +$8.58M 3.56% 2
2018
Q2 		$17.2M Buy
222,120
+17,570
+9% +$1.35M 2.11% 10
2018
Q1 		$15.4M Buy
204,550
+124,070
+154% +$9.76M 2.15% 10
2017
Q4 		$6.43M Sell
80,480
-17,560
-18% -$1.37M 1.04% 30
2017
Q3 		$7.42M Sell
98,040
-28,140
-22% -$2.1M 1.25% 23
2017
Q2 		$9.27M Sell
126,180
-21,490
-15% -$1.52M 1.81% 13
2017
Q1 		$11M Buy
147,670
+490
+0.3% +$37K 2.19% 10
2016
Q4 		$10.6M Buy
147,180
+35,790
+32% +$2.39M 2.2% 9
2016
Q3 		$7.29M Buy
111,390
+4,840
+5% +$315K 1.94% 12
2016
Q2 		$6.75M Buy
106,550
+695
+0.7% +$44.1K 1.97% 13
2016
Q1 		$6.42M Sell
105,855
-164,640
-61% -$9.02M 2.18% 10
2015
Q4 		$15.2M Buy
270,495
+218,580
+421% +$12.6M 5.77% 1
2015
Q3 		$2.83M Buy
51,915
+12,145
+31% +$667K 0.96% 24
2015
Q2 		$2.36M Sell
39,770
-27,470
-41% -$1.72M 0.71% 31
2015
Q1 		$4.03M Sell
67,240
-55,645
-45% -$3.45M 1.03% 24
2014
Q4 		$8.69M Buy
122,885
+4,305
+4% +$308K 2.24% 9
2014
Q3 		$8.73M Sell
118,580
-17,800
-13% -$1.34M 2.77% 7
2014
Q2 		$10M Buy
136,380
+7,030
+5% +$490K 2.28% 11
2014
Q1 		$8.66M Buy
129,350
+22,720
+21% +$1.48M 2.43% 11
2013
Q4 		$7.11M Buy
106,630
+18,520
+21% +$1.26M 2.08% 13
2013
Q3 		$5.87M Sell
88,110
-6,000
-6% -$376K 1.75% 16
2013
Q2 		$5.46M Buy
+94,110
New +$5.7M 1.79% 15

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

Hillsdale Investment Management's BMO Position: Q1 2026 in Review

Hillsdale Investment Management increased its Bank of Montreal (BMO) stake by 14% in Q1 2026, buying an estimated $9.13M and bringing the position to 543,809 shares worth $73.6M. The position accounts for 2% of the portfolio, ranked #7.

Hillsdale Investment Management first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Hillsdale Investment Management held 543,809 shares of Bank of Montreal worth $73.6M as of Q1 2026.
  • Hillsdale Investment Management bought 65,689 Bank of Montreal shares in Q1 2026, an estimated $9.13M.
  • Bank of Montreal made up 2% of Hillsdale Investment Management's portfolio in Q1 2026, its #7 holding.
  • Hillsdale Investment Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.