John Overdeck’s Bank of Montreal BMO Stock Holding History

John Overdeck’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	$1.04M	Buy	+5,900	New	+$927K	﹤0.01%	3587
2021 Q3	–	Sell	-3,000	Closed	-$308K	–	4243
2021 Q2	$308K	Sell	3,000 -7,800	-72%	-$770K	﹤0.01%	3492
2021 Q1	$962K	Buy	+10,800	New	+$881K	﹤0.01%	2365
2020 Q4	–	Sell	-5,800	Closed	-$339K	–	3343
2020 Q3	$339K	Buy	+5,800	New	+$336K	﹤0.01%	2507
2019 Q4	–	Sell	-2,900	Closed	-$214K	–	3641
2019 Q3	$214K	Buy	+2,900	New	+$211K	﹤0.01%	3152

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

John Overdeck's BMO Position: Q2 2026 in Review

John Overdeck increased its Bank of Montreal (BMO) stake by 2,248% in Q2 2026, buying an estimated $77M and bringing the position to 511,838 shares worth $90.4M. The position accounts for 0.07% of the portfolio, ranked #335.

John Overdeck first reported a position in BMO in Q1 2014 and has held it in 34 quarters since. The position peaked at $136M in Q1 2021. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

John Overdeck held 511,838 shares of Bank of Montreal worth $90.4M as of Q2 2026.
John Overdeck bought 490,038 Bank of Montreal shares in Q2 2026, an estimated $77M.
Bank of Montreal made up 0.07% of John Overdeck's portfolio in Q2 2026, its #335 holding.
John Overdeck first reported a position in Bank of Montreal in Q1 2014 and has held it in 34 quarters since.
John Overdeck's Bank of Montreal position peaked at $136M in Q1 2021.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.