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Louisbourg Investments’s Bank of Montreal BMO Stock Holding History

Louisbourg Investments’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 		$1.49M Buy
8,422
+22
+0.3% +$3.46K 0.27% 85
2026
Q1 		$1.14M Hold
8,400
– – 0.21% 95
2025
Q4 		$1.09M Sell
8,400
-28
-0.3% -$3.55K 0.22% 91
2025
Q3 		$1.1M Hold
8,428
– – 0.24% 84
2025
Q2 		$932K Hold
8,428
– – 0.22% 88
2025
Q1 		$806K Hold
8,428
– – 0.22% 88
2024
Q4 		$818K Hold
8,428
– – 0.21% 85
2024
Q3 		$761K Hold
8,428
– – 0.19% 86
2024
Q2 		$707K Hold
8,428
– – 0.2% 84
2024
Q1 		$824K Hold
8,428
– – 0.23% 79
2023
Q4 		$838K Buy
+8,428
New +$704K 0.25% 80

Other funds holding BMO

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Louisbourg Investments's BMO Position: Q2 2026 in Review

Louisbourg Investments increased its Bank of Montreal (BMO) stake by 0.26% in Q2 2026, buying an estimated $3.46K and bringing the position to 8,422 shares worth $1.49M. The position accounts for 0.27% of the portfolio, ranked #85.

Louisbourg Investments first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. 382 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Louisbourg Investments held 8,422 shares of Bank of Montreal worth $1.49M as of Q2 2026.
  • Louisbourg Investments bought 22 Bank of Montreal shares in Q2 2026, an estimated $3.46K.
  • Bank of Montreal made up 0.27% of Louisbourg Investments's portfolio in Q2 2026, its #85 holding.
  • Louisbourg Investments first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
  • 382 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.