J. Safra Sarasin Holding’s Bank of Montreal BMO Stock Holding History

J. Safra Sarasin Holding’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	$7.51M	Buy	42,938 +41,164	+2,320%	+$6.47M	0.11%	142
2026 Q1	$240K	Buy	1,774 +229	+15%	+$31.8K	﹤0.01%	513
2025 Q4	$201K	Buy	+1,545	New	+$196K	﹤0.01%	497
2025 Q3	–	Sell	-5,605	Closed	-$620K	–	483
2025 Q2	$620K	Buy	5,605 +65	+1%	+$6.55K	0.01%	340
2025 Q1	$529K	Buy	+5,540	New	+$548K	0.01%	412

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

J. Safra Sarasin Holding's BMO Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Bank of Montreal (BMO) stake by 2,320% in Q2 2026, buying an estimated $6.47M and bringing the position to 42,938 shares worth $7.51M. The position accounts for 0.11% of the portfolio, ranked #142.

J. Safra Sarasin Holding first reported a position in BMO in Q1 2025 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

J. Safra Sarasin Holding held 42,938 shares of Bank of Montreal worth $7.51M as of Q2 2026.
J. Safra Sarasin Holding bought 41,164 Bank of Montreal shares in Q2 2026, an estimated $6.47M.
Bank of Montreal made up 0.11% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #142 holding.
J. Safra Sarasin Holding first reported a position in Bank of Montreal in Q1 2025 and has held it in 5 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.