Madison Asset Management’s Bank of Montreal BMO Stock Holding History

Madison Asset Management’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	$230K	Hold	1,702	–	–	﹤0.01%	341
2025 Q4	$221K	Hold	1,702	–	–	﹤0.01%	338
2025 Q3	$222K	Buy	+1,702	New	+$202K	﹤0.01%	333

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

Madison Asset Management's BMO Position: Q1 2026 in Review

Madison Asset Management held its Bank of Montreal (BMO) position steady in Q1 2026 at 1,702 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Madison Asset Management first reported a position in BMO in Q3 2025 and has held it in 3 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Madison Asset Management held 1,702 shares of Bank of Montreal worth $230K as of Q1 2026.
Madison Asset Management left its Bank of Montreal share count unchanged in Q1 2026.
Bank of Montreal made up ﹤0.01% of Madison Asset Management's portfolio in Q1 2026, its #341 holding.
Madison Asset Management first reported a position in Bank of Montreal in Q3 2025 and has held it in 3 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.