K2 Principal Fund’s Bank of Montreal BMO Stock Holding History

K2 Principal Fund’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 Q1	$3.77M	Buy	+20,000	New	+$2.78M	0.26%	107

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

K2 Principal Fund's BMO Position: Q2 2022 in Review

K2 Principal Fund sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 76,100 shares — an estimated $8.98M sold.

K2 Principal Fund first reported a position in BMO in Q4 2017 and held it in 2 quarters. The position peaked at $8.98M in Q1 2022. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

K2 Principal Fund reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
K2 Principal Fund sold 76,100 Bank of Montreal shares in Q2 2022, an estimated $8.98M.
K2 Principal Fund first reported a position in Bank of Montreal in Q4 2017 and held it in 2 quarters.
K2 Principal Fund's Bank of Montreal position peaked at $8.98M in Q1 2022.
487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on K2 Principal Fund's 13F filing for Q2 2022, filed 12 Aug 2022.