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Johnson Financial Group Inc (Wisconsin)’s Bank of Montreal BMO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$201K Buy
1,138
+344
+43% +$54.1K 0.01% 313
2026
Q1 		$107K Sell
794
-212
-21% -$29.5K ﹤0.01% 394
2025
Q4 		$131K Hold
1,006
– – ﹤0.01% 387
2025
Q3 		$131K Sell
1,006
-24
-2% -$2.84K ﹤0.01% 415
2025
Q2 		$114K Buy
1,030
+962
+1,415% +$96.9K 0.01% 364
2025
Q1 		$6.5K Sell
68
-10
-13% -$989 ﹤0.01% 788
2024
Q4 		$7.81K Sell
78
-659
-89% -$62.3K ﹤0.01% 666
2024
Q3 		$66.5K Buy
737
+693
+1,575% +$59.1K ﹤0.01% 489
2024
Q2 		$3.69K Buy
+44
New +$4K ﹤0.01% 633
2023
Q4 		– Sell
-472
Closed -$39.8K – 931
2023
Q3 		$39.8K Sell
472
-2,016
-81% -$177K ﹤0.01% 418
2023
Q2 		$225K Sell
2,488
-3,363
-57% -$297K 0.02% 255
2023
Q1 		$521K Sell
5,851
-121
-2% -$11.5K 0.04% 180
2022
Q4 		$541K Hold
5,972
– – 0.04% 155
2022
Q3 		$533K Sell
5,972
-3,413
-36% -$330K 0.05% 154
2022
Q2 		$903K Sell
9,385
-414
-4% -$44K 0.06% 129
2022
Q1 		$1.16M Buy
9,799
+527
+6% +$61.1K 0.08% 118
2021
Q4 		$999K Hold
9,272
– – 0.06% 138
2021
Q3 		$925K Sell
9,272
-60
-0.6% -$6.04K 0.06% 133
2021
Q2 		$957K Hold
9,332
– – 0.06% 131
2021
Q1 		$832K Sell
9,332
-522
-5% -$42.6K 0.06% 136
2020
Q4 		$749K Sell
9,854
-1,980
-17% -$136K 0.06% 127
2020
Q3 		$692K Sell
11,834
-2,362
-17% -$137K 0.07% 120
2020
Q2 		$753K Sell
14,196
-2,958
-17% -$151K 0.08% 101
2020
Q1 		$863K Sell
17,154
-2,100
-11% -$142K 0.1% 99
2019
Q4 		$1.49M Buy
19,254
+141
+0.7% +$10.6K 0.13% 81
2019
Q3 		$1.41M Hold
19,113
– – 0.13% 110
2019
Q2 		$1.44M Sell
19,113
-607
-3% -$46.4K 0.13% 106
2019
Q1 		$1.48M Sell
19,720
-363
-2% -$26.8K 0.13% 101
2018
Q4 		$1.31M Sell
20,083
-788
-4% -$58.4K 0.14% 103
2018
Q3 		$1.72M Sell
20,871
-837
-4% -$67.3K 0.18% 93
2018
Q2 		$1.68M Sell
21,708
-1,037
-5% -$79.8K 0.18% 88
2018
Q1 		$1.72M Buy
22,745
+28
+0.1% +$2.2K 0.21% 87
2017
Q4 		$1.82M Sell
22,717
-633
-3% -$49.4K 0.22% 90
2017
Q3 		$1.77M Buy
23,350
+1,369
+6% +$102K 0.23% 83
2017
Q2 		$1.61M Buy
21,981
+249
+1% +$17.6K 0.23% 91
2017
Q1 		$1.63M Buy
21,732
+55
+0.3% +$4.15K 0.2% 114
2016
Q4 		$1.56M Sell
21,677
-2,171
-9% -$145K 0.22% 107
2016
Q3 		$1.56M Buy
23,848
+1,143
+5% +$74.3K 0.21% 103
2016
Q2 		$1.44M Sell
22,705
-1,438
-6% -$91.2K 0.2% 109
2016
Q1 		$1.47M Sell
24,143
-3,268
-12% -$179K 0.29% 84
2015
Q4 		$1.55M Sell
27,411
-2,375
-8% -$137K 0.32% 74
2015
Q3 		$1.63M Buy
29,786
+1,649
+6% +$90.6K 0.36% 65
2015
Q2 		$1.67M Buy
28,137
+1,016
+4% +$63.8K 0.35% 66
2015
Q1 		$1.63M Sell
27,121
-13,249
-33% -$822K 0.35% 69
2014
Q4 		$2.85M Buy
40,370
+9,524
+31% +$682K 0.66% 29
2014
Q3 		$2.27M Buy
30,846
+3,791
+14% +$285K 0.59% 40
2014
Q2 		$1.99M Buy
27,055
+7
+0% +$488 0.52% 44
2014
Q1 		$1.81M Buy
27,048
+220
+0.8% +$14.3K 0.53% 43
2013
Q4 		$1.79M Buy
26,828
+257
+1% +$17.5K 0.52% 45
2013
Q3 		$1.77M Buy
26,571
+3,702
+16% +$232K 0.54% 42
2013
Q2 		$1.33M Buy
+22,869
New +$1.39M 0.37% 57

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BMO Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its Bank of Montreal (BMO) stake by 43% in Q2 2026, buying an estimated $54.1K and bringing the position to 1,138 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #313.

Johnson Financial Group Inc (Wisconsin) first reported a position in BMO in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.85M in Q4 2014. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,138 shares of Bank of Montreal worth $201K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 344 Bank of Montreal shares in Q2 2026, an estimated $54.1K.
  • Bank of Montreal made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #313 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Bank of Montreal in Q2 2013 and has held it in 51 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Bank of Montreal position peaked at $2.85M in Q4 2014.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.