LPL Financial
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LPL Financial’s Bank of Montreal BMO Stock Holding History

LPL Financial’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 		$39.2M Sell
289,549
-49,649
-15% -$6.9M 0.01% 1042
2025
Q4 		$44M Sell
339,198
-58,329
-15% -$7.39M 0.01% 930
2025
Q3 		$51.8M Buy
397,527
+12,810
+3% +$1.52M 0.02% 832
2025
Q2 		$42.6M Buy
384,717
+32,193
+9% +$3.24M 0.01% 851
2025
Q1 		$33.7M Buy
352,524
+28,256
+9% +$2.79M 0.01% 880
2024
Q4 		$31.5M Buy
324,268
+238,193
+277% +$22.5M 0.01% 855
2024
Q3 		$7.76M Buy
86,075
+12,748
+17% +$1.09M ﹤0.01% 1659
2024
Q2 		$6.15M Buy
73,327
+11,628
+19% +$1.06M ﹤0.01% 1708
2024
Q1 		$6.03M Buy
61,699
+3,224
+6% +$304K ﹤0.01% 1647
2023
Q4 		$5.79M Buy
58,475
+610
+1% +$50.9K ﹤0.01% 1594
2023
Q3 		$4.88M Buy
57,865
+1,000
+2% +$87.9K ﹤0.01% 1610
2023
Q2 		$5.14M Buy
56,865
+1,134
+2% +$100K ﹤0.01% 1543
2023
Q1 		$4.97M Sell
55,731
-3,005
-5% -$285K ﹤0.01% 1518
2022
Q4 		$5.32M Buy
58,736
+1,370
+2% +$127K ﹤0.01% 1413
2022
Q3 		$5.03M Sell
57,366
-744
-1% -$71.9K ﹤0.01% 1373
2022
Q2 		$5.59M Sell
58,110
-3,388
-6% -$360K 0.01% 1319
2022
Q1 		$7.25M Buy
61,498
+1,903
+3% +$221K 0.01% 1196
2021
Q4 		$6.42M Buy
59,595
+3,897
+7% +$420K 0.01% 1290
2021
Q3 		$5.55M Buy
55,698
+1,058
+2% +$107K 0.01% 1331
2021
Q2 		$5.6M Sell
54,640
-668
-1% -$65.9K 0.01% 1256
2021
Q1 		$4.93M Buy
55,308
+2,062
+4% +$168K 0.01% 1237
2020
Q4 		$4.05M Buy
53,246
+655
+1% +$44.8K 0.01% 1229
2020
Q3 		$3.07M Sell
52,591
-10,161
-16% -$588K ﹤0.01% 1208
2020
Q2 		$3.33M Buy
62,752
+6,301
+11% +$321K 0.01% 1072
2020
Q1 		$2.84M Buy
56,451
+3,354
+6% +$227K 0.01% 996
2019
Q4 		$4.12M Buy
53,097
+492
+0.9% +$37K 0.01% 932
2019
Q3 		$3.88M Buy
52,605
+4,638
+10% +$338K 0.01% 904
2019
Q2 		$3.62M Sell
47,967
-339
-0.7% -$25.9K 0.01% 927
2019
Q1 		$3.61M Buy
48,306
+1,577
+3% +$117K 0.01% 900
2018
Q4 		$3.05M Buy
46,729
+1,366
+3% +$101K 0.01% 896
2018
Q3 		$3.74M Sell
45,363
-1,167
-3% -$93.9K 0.01% 864
2018
Q2 		$3.6M Buy
46,530
+10,354
+29% +$797K 0.01% 854
2018
Q1 		$2.73M Buy
36,176
+4,408
+14% +$347K 0.01% 944
2017
Q4 		$2.54M Buy
31,768
+3,003
+10% +$234K 0.01% 921
2017
Q3 		$2.18M Sell
28,765
-1,094
-4% -$81.6K 0.01% 942
2017
Q2 		$2.19M Sell
29,859
-4,306
-13% -$305K 0.01% 881
2017
Q1 		$2.55M Sell
34,165
-1,321
-4% -$99.8K 0.02% 711
2016
Q4 		$2.56M Sell
35,486
-1,820
-5% -$121K 0.02% 674
2016
Q3 		$2.38M Sell
37,306
-557
-1% -$36.2K 0.02% 675
2016
Q2 		$2.41M Sell
37,863
-34,522
-48% -$2.19M 0.02% 669
2016
Q1 		$4.32M Buy
72,385
+7,712
+12% +$423K 0.01% 795
2015
Q4 		$3.54M Buy
64,673
+33,933
+110% +$1.95M 0.01% 870
2015
Q3 		$1.73M Buy
30,740
+19,461
+173% +$1.07M 0.01% 910
2015
Q2 		$660K Sell
11,279
-1,564
-12% -$98.2K ﹤0.01% 1677
2015
Q1 		$772K Sell
12,843
-3,451
-21% -$214K ﹤0.01% 1547
2014
Q4 		$1.15M Buy
16,294
+148
+0.9% +$10.6K 0.01% 1210
2014
Q3 		$1.18M Sell
16,146
-389
-2% -$29.3K 0.01% 1162
2014
Q2 		$1.22M Sell
16,535
-1,720
-9% -$120K 0.01% 1184
2014
Q1 		$1.22M Sell
18,255
-72
-0.4% -$4.68K 0.01% 1133
2013
Q4 		$1.22M Buy
18,327
+7,029
+62% +$478K 0.01% 1109
2013
Q3 		$768K Buy
11,298
+2,190
+24% +$137K 0.01% 1343
2013
Q2 		$529K Buy
+9,108
New +$552K ﹤0.01% 1523

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's BMO Position: Q1 2026 in Review

LPL Financial reduced its Bank of Montreal (BMO) stake by 15% in Q1 2026, selling an estimated $6.9M and leaving 289,549 shares worth $39.2M. The position accounts for 0.01% of the portfolio, ranked #1042.

LPL Financial first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $51.8M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • LPL Financial held 289,549 shares of Bank of Montreal worth $39.2M as of Q1 2026.
  • LPL Financial sold 49,649 Bank of Montreal shares in Q1 2026, an estimated $6.9M.
  • Bank of Montreal made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1042 holding.
  • LPL Financial first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Bank of Montreal position peaked at $51.8M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.