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International Assets Investment Management’s Bank of Montreal BMO Stock Holding History

International Assets 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 		– Sell
-406,135
Closed -$423K – 2367
2026
Q1 		$423K Buy
+406,135
New +$56.4M 0.03% 512
2025
Q3 		– Sell
-585,236
Closed -$612K – 841
2025
Q2 		$612K Buy
+585,236
New +$59M 0.05% 373
2025
Q1 		– Sell
-740,236
Closed -$760K – 778
2024
Q4 		$760K Buy
+740,236
New +$70M 0.06% 289
2024
Q3 		– Sell
-965,001
Closed -$951K – 1851
2024
Q2 		$951K Buy
+965,001
New +$87.6M 0.09% 209
2023
Q1 		– Sell
-505,077
Closed -$509K – 1167
2022
Q4 		$509K Buy
+505,077
New +$46.8M 0.05% 346
2021
Q2 		– Sell
-339
Closed -$26K – 667
2021
Q1 		$26K Hold
339
– – ﹤0.01% 1194
2020
Q4 		$26K Buy
+339
New +$23.2K ﹤0.01% 1067

Other funds holding BMO

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

International Assets Investment Management's BMO Position: Q2 2026 in Review

International Assets Investment Management sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 406,135 shares — an estimated $423K sold.

International Assets Investment Management first reported a position in BMO in Q4 2020 and held it in 7 quarters. The position peaked at $951K in Q2 2024. 290 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • International Assets Investment Management reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • International Assets Investment Management sold 406,135 Bank of Montreal shares in Q2 2026, an estimated $423K.
  • International Assets Investment Management first reported a position in Bank of Montreal in Q4 2020 and held it in 7 quarters.
  • International Assets Investment Management's Bank of Montreal position peaked at $951K in Q2 2024.
  • 290 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.