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Horizon Investments’s Bank of Montreal BMO Stock Holding History

Horizon Investments’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 		– Sell
-6
Closed -$779 – 1416
2025
Q4 		$779 Buy
+6
New +$760 ﹤0.01% 1236
2023
Q3 		– Sell
-5,942
Closed -$530K – 796
2023
Q2 		$530K Hold
5,942
– – 0.02% 282
2023
Q1 		$523K Hold
5,942
– – 0.02% 279
2022
Q4 		$533K Buy
+5,942
New +$550K 0.02% 363
2013
Q4 		– Sell
-16,651
Closed -$1.11M – 80
2013
Q3 		$1.11M Buy
16,651
+4,802
+41% +$301K 0.26% 23
2013
Q2 		$688K Buy
+11,849
New +$718K 0.2% 32

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

Horizon Investments's BMO Position: Q1 2026 in Review

Horizon Investments sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 6 shares — an estimated $779 sold.

Horizon Investments first reported a position in BMO in Q2 2013 and held it in 6 quarters. The position peaked at $1.11M in Q3 2013. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Horizon Investments reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
  • Horizon Investments sold 6 Bank of Montreal shares in Q1 2026, an estimated $779.
  • Horizon Investments first reported a position in Bank of Montreal in Q2 2013 and held it in 6 quarters.
  • Horizon Investments's Bank of Montreal position peaked at $1.11M in Q3 2013.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.