Mariner
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Mariner’s Bank of Montreal BMO Stock Holding History

Mariner’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 		$7.39M Sell
54,618
-3,405
-6% -$473K 0.01% 884
2025
Q4 		$7.53M Buy
58,023
+5,608
+11% +$710K 0.01% 830
2025
Q3 		$6.83M Buy
52,415
+5,886
+13% +$697K 0.01% 783
2025
Q2 		$5.15M Sell
46,529
-3,139
-6% -$316K 0.01% 848
2025
Q1 		$4.74M Sell
49,668
-510
-1% -$50.4K 0.01% 838
2024
Q4 		$4.87M Buy
50,178
+3,709
+8% +$351K 0.01% 810
2024
Q3 		$4.19M Buy
46,469
+1,722
+4% +$147K 0.01% 851
2024
Q2 		$3.75M Buy
44,747
+1,031
+2% +$93.6K 0.01% 843
2024
Q1 		$4.27M Buy
43,716
+18,297
+72% +$1.73M 0.01% 791
2023
Q4 		$2.51M Buy
25,419
+1,773
+7% +$148K 0.01% 953
2023
Q3 		$2M Buy
23,646
+1,627
+7% +$143K 0.01% 976
2023
Q2 		$1.99M Buy
22,019
+1,865
+9% +$165K 0.01% 980
2023
Q1 		$1.8M Buy
20,154
+1,660
+9% +$158K 0.01% 1005
2022
Q4 		$1.68M Sell
18,494
-2,209
-11% -$204K 0.01% 999
2022
Q3 		$1.81M Buy
+20,703
New +$2M 0.01% 817
2019
Q3 		– Sell
-3,486
Closed -$263K – 728
2019
Q2 		$263K Buy
+3,486
New +$267K ﹤0.01% 933

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner's BMO Position: Q1 2026 in Review

Mariner reduced its Bank of Montreal (BMO) stake by 5.9% in Q1 2026, selling an estimated $473K and leaving 54,618 shares worth $7.39M. The position accounts for 0.01% of the portfolio, ranked #884.

Mariner first reported a position in BMO in Q2 2019 and has held it in 16 quarters since. The position peaked at $7.53M in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Mariner held 54,618 shares of Bank of Montreal worth $7.39M as of Q1 2026.
  • Mariner sold 3,405 Bank of Montreal shares in Q1 2026, an estimated $473K.
  • Bank of Montreal made up 0.01% of Mariner's portfolio in Q1 2026, its #884 holding.
  • Mariner first reported a position in Bank of Montreal in Q2 2019 and has held it in 16 quarters since.
  • Mariner's Bank of Montreal position peaked at $7.53M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.