KeyBank National Association’s Bank of Montreal BMO Stock Holding History

KeyBank National Association’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	$2.27M	Buy	12,830 +1,075	+9%	+$169K	0.01%	467
2026 Q1	$1.59M	Buy	11,755 +2,458	+26%	+$342K	0.01%	500
2025 Q4	$1.21M	Sell	9,297 -395	-4%	-$50K	﹤0.01%	545
2025 Q3	$1.26M	Sell	9,692 -319	-3%	-$37.8K	﹤0.01%	537
2025 Q2	$1.11M	Sell	10,011 -218	-2%	-$22K	﹤0.01%	553
2025 Q1	$977K	Sell	10,229 -1,098	-10%	-$109K	﹤0.01%	558
2024 Q4	$1.1M	Sell	11,327 -2,212	-16%	-$209K	﹤0.01%	543
2024 Q3	$1.22M	Sell	13,539 -3,340	-20%	-$285K	﹤0.01%	516
2024 Q2	$1.42M	Sell	16,879 -16,983	-50%	-$1.54M	0.01%	461
2024 Q1	$3.31M	Buy	33,862 +15,473	+84%	+$1.46M	0.01%	328
2023 Q4	$1.82M	Buy	+18,389	New	+$1.54M	0.01%	413

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

KeyBank National Association's BMO Position: Q2 2026 in Review

KeyBank National Association increased its Bank of Montreal (BMO) stake by 9.1% in Q2 2026, buying an estimated $169K and bringing the position to 12,830 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #467.

KeyBank National Association first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.31M in Q1 2024. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

KeyBank National Association held 12,830 shares of Bank of Montreal worth $2.27M as of Q2 2026.
KeyBank National Association bought 1,075 Bank of Montreal shares in Q2 2026, an estimated $169K.
Bank of Montreal made up 0.01% of KeyBank National Association's portfolio in Q2 2026, its #467 holding.
KeyBank National Association first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
KeyBank National Association's Bank of Montreal position peaked at $3.31M in Q1 2024.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.