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

INTECH 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 Q2	$36.2M	Buy	204,697 +16,950	+9%	+$2.66M	0.33%	46
2026 Q1	$25.3M	Sell	187,747 -46,067	-20%	-$6.4M	0.25%	63
2025 Q4	$30.4M	Buy	233,814 +95,886	+70%	+$12.1M	0.27%	64
2025 Q3	$18M	Sell	137,928 -17,746	-11%	-$2.1M	0.16%	99
2025 Q2	$17.2M	Buy	155,674 +51,420	+49%	+$5.18M	0.16%	89
2025 Q1	$9.95M	Buy	104,254 +24,044	+30%	+$2.38M	0.1%	165
2024 Q4	$7.78M	Sell	80,210 -26,886	-25%	-$2.54M	0.08%	223
2024 Q3	$9.67M	Buy	107,096 +3,815	+4%	+$325K	0.11%	165
2024 Q2	$8.67M	Buy	103,281 +62,379	+153%	+$5.66M	0.11%	172
2024 Q1	$4M	Buy	+40,902	New	+$3.86M	0.06%	263

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

INTECH Investment Management's BMO Position: Q2 2026 in Review

INTECH Investment Management increased its Bank of Montreal (BMO) stake by 9% in Q2 2026, buying an estimated $2.66M and bringing the position to 204,697 shares worth $36.2M. The position accounts for 0.33% of the portfolio, ranked #46.

INTECH Investment Management first reported a position in BMO in Q1 2024 and has held it in 10 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

INTECH Investment Management held 204,697 shares of Bank of Montreal worth $36.2M as of Q2 2026.
INTECH Investment Management bought 16,950 Bank of Montreal shares in Q2 2026, an estimated $2.66M.
Bank of Montreal made up 0.33% of INTECH Investment Management's portfolio in Q2 2026, its #46 holding.
INTECH Investment Management first reported a position in Bank of Montreal in Q1 2024 and has held it in 10 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.