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

Mackenzie 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
2021
Q2 		– Sell
-12,000
Closed -$1.07M – 1236
2021
Q1 		$1.07M Buy
+12,000
New +$979K ﹤0.01% 801

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mackenzie Financial's BMO Position: Q2 2026 in Review

Mackenzie Financial reduced its Bank of Montreal (BMO) stake by 0.4% in Q2 2026, selling an estimated $5.42M and leaving 8,547,687 shares worth $2.14B. The position accounts for 2.14% of the portfolio, ranked #6.

Mackenzie Financial first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Mackenzie Financial held 8,547,687 shares of Bank of Montreal worth $2.14B as of Q2 2026.
  • Mackenzie Financial sold 34,501 Bank of Montreal shares in Q2 2026, an estimated $5.42M.
  • Bank of Montreal made up 2.14% of Mackenzie Financial's portfolio in Q2 2026, its #6 holding.
  • Mackenzie Financial first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.