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 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 $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

Manchester Capital Management's BMO Position: Q1 2026 in Review

Manchester Capital Management held its Bank of Montreal (BMO) position steady in Q1 2026 at 1,387 shares worth $188K. The position accounts for 0.03% of the portfolio, ranked #273.

Manchester Capital Management first reported a position in BMO in Q2 2014 and has held it in 6 quarters since. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Manchester Capital Management held 1,387 shares of Bank of Montreal worth $188K as of Q1 2026.
Manchester Capital Management left its Bank of Montreal share count unchanged in Q1 2026.
Bank of Montreal made up 0.03% of Manchester Capital Management's portfolio in Q1 2026, its #273 holding.
Manchester Capital Management first reported a position in Bank of Montreal in Q2 2014 and has held it in 6 quarters since.
635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.