MAI Capital Management’s Bank of Montreal BMO Stock Holding History

MAI Capital 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 Q2	$1.01M	Buy	5,715 +1,155	+25%	+$182K	﹤0.01%	967
2026 Q1	$617K	Sell	4,560 -80	-2%	-$11.1K	﹤0.01%	943
2025 Q4	$602K	Buy	4,640 +98	+2%	+$12.4K	﹤0.01%	907
2025 Q3	$592K	Buy	4,542 +752	+20%	+$89K	﹤0.01%	864
2025 Q2	$419K	Buy	3,790 +248	+7%	+$25K	﹤0.01%	904
2025 Q1	$338K	Hold	3,542	–	–	﹤0.01%	931
2024 Q4	$344K	Buy	+3,542	New	+$335K	﹤0.01%	954
2024 Q3	–	Sell	-3,708	Closed	-$311K	–	1122
2024 Q2	$311K	Sell	3,708 -14	-0.4%	-$1.27K	﹤0.01%	977
2024 Q1	$364K	Buy	+3,722	New	+$351K	﹤0.01%	917

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

MAI Capital Management's BMO Position: Q2 2026 in Review

MAI Capital Management increased its Bank of Montreal (BMO) stake by 25% in Q2 2026, buying an estimated $182K and bringing the position to 5,715 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #967.

MAI Capital Management first reported a position in BMO in Q1 2024 and has held it in 9 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

MAI Capital Management held 5,715 shares of Bank of Montreal worth $1.01M as of Q2 2026.
MAI Capital Management bought 1,155 Bank of Montreal shares in Q2 2026, an estimated $182K.
Bank of Montreal made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #967 holding.
MAI Capital Management first reported a position in Bank of Montreal in Q1 2024 and has held it in 9 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.