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Isthmus Partners’s Bank of Montreal BMO Stock Holding History

Isthmus Partners’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 		$472K Sell
2,671
-220
-8% -$34.6K 0.05% 164
2026
Q1 		$391K Sell
2,891
-200
-6% -$27.8K 0.04% 155
2025
Q4 		$401K Buy
+3,091
New +$391K 0.04% 155
2022
Q2 		– Sell
-2,007
Closed -$237K – 145
2022
Q1 		$237K Buy
+2,007
New +$233K 0.04% 144
2021
Q4 		– Sell
-2,007
Closed -$200K – 151
2021
Q3 		$200K Sell
2,007
-2,167
-52% -$218K 0.04% 151
2021
Q2 		$429K Buy
+4,174
New +$412K 0.08% 125
2019
Q2 		– Sell
-34,352
Closed -$8.58M – 146
2019
Q1 		$8.58M Buy
+34,352
New +$2.54M 2.09% 10
2018
Q4 		– Sell
-1,096
Closed -$90K – 151
2018
Q3 		$90K Hold
1,096
– – 0.02% 152
2018
Q2 		$85K Hold
1,096
– – 0.02% 156
2018
Q1 		$83K Sell
1,096
-150
-12% -$11.8K 0.02% 159
2017
Q4 		$100K Hold
1,246
– – 0.03% 156
2017
Q3 		$94K Hold
1,246
– – 0.03% 158
2017
Q2 		$92K Hold
1,246
– – 0.03% 158
2017
Q1 		$93K Hold
1,246
– – 0.03% 159
2016
Q4 		$90K Buy
1,246
+50
+4% +$3.33K 0.03% 160
2016
Q3 		$76K Hold
1,196
– – 0.02% 160
2016
Q2 		$76K Hold
1,196
– – 0.03% 159
2016
Q1 		$73K Hold
1,196
– – 0.02% 161
2015
Q4 		$67K Hold
1,196
– – 0.02% 168
2015
Q3 		$65K Hold
1,196
– – 0.02% 169
2015
Q2 		$71K Hold
1,196
– – 0.02% 165
2015
Q1 		$72K Sell
1,196
-25
-2% -$1.55K 0.02% 163
2014
Q4 		$86K Buy
+1,221
New +$87.4K 0.03% 154

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Isthmus Partners's BMO Position: Q2 2026 in Review

Isthmus Partners reduced its Bank of Montreal (BMO) stake by 7.6% in Q2 2026, selling an estimated $34.6K and leaving 2,671 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #164.

Isthmus Partners first reported a position in BMO in Q4 2014 and has held it in 23 quarters since. The position peaked at $8.58M in Q1 2019. 174 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Isthmus Partners held 2,671 shares of Bank of Montreal worth $472K as of Q2 2026.
  • Isthmus Partners sold 220 Bank of Montreal shares in Q2 2026, an estimated $34.6K.
  • Bank of Montreal made up 0.05% of Isthmus Partners's portfolio in Q2 2026, its #164 holding.
  • Isthmus Partners first reported a position in Bank of Montreal in Q4 2014 and has held it in 23 quarters since.
  • Isthmus Partners's Bank of Montreal position peaked at $8.58M in Q1 2019.
  • 174 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.