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

Manchester 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	$231K	Sell	1,305 -82	-6%	-$12.9K	0.03%	261
2026 Q1	$188K	Hold	1,387	–	–	0.03%	273
2025 Q4	$180K	Buy	1,387 +673	+94%	+$85.2K	0.02%	284
2025 Q3	$93K	Buy	+714	New	+$84.5K	0.01%	432
2015 Q1	–	Sell	-540	Closed	-$38K	–	580
2014 Q4	$38K	Hold	540	–	–	﹤0.01%	773
2014 Q3	$40K	Buy	540 +461	+584%	+$34.7K	0.01%	771
2014 Q2	$6K	Buy	+79	New	+$5.51K	﹤0.01%	998

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

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

Manchester Capital Management reduced its Bank of Montreal (BMO) stake by 5.9% in Q2 2026, selling an estimated $12.9K and leaving 1,305 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #261.

Manchester Capital Management first reported a position in BMO in Q2 2014 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Manchester Capital Management held 1,305 shares of Bank of Montreal worth $231K as of Q2 2026.
Manchester Capital Management sold 82 Bank of Montreal shares in Q2 2026, an estimated $12.9K.
Bank of Montreal made up 0.03% of Manchester Capital Management's portfolio in Q2 2026, its #261 holding.
Manchester Capital Management first reported a position in Bank of Montreal in Q2 2014 and has held it in 7 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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