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MassMutual Private Wealth & Trust’s Bank of Montreal BMO Stock Holding History

MassMutual Private Wealth & Trust’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 		$105K Buy
596
+4
+0.7% +$629 ﹤0.01% 575
2026
Q1 		$80.1K Sell
592
-36
-6% -$5K ﹤0.01% 623
2025
Q4 		$81.5K Buy
628
+6
+1% +$760 ﹤0.01% 644
2025
Q3 		$81K Buy
622
+36
+6% +$4.26K ﹤0.01% 655
2025
Q2 		$64.8K Sell
586
-127
-18% -$12.8K ﹤0.01% 711
2025
Q1 		$68.1K Buy
713
+33
+5% +$3.26K ﹤0.01% 652
2024
Q4 		$66K Buy
680
+219
+48% +$20.7K ﹤0.01% 674
2024
Q3 		$41.6K Sell
461
-109
-19% -$9.3K ﹤0.01% 705
2024
Q2 		$47.8K Buy
570
+37
+7% +$3.36K ﹤0.01% 648
2024
Q1 		$52.1K Buy
533
+82
+18% +$7.74K ﹤0.01% 611
2023
Q4 		$44.6K Sell
451
-2
-0.4% -$167 ﹤0.01% 631
2023
Q3 		$38.2K Buy
453
+205
+83% +$18K ﹤0.01% 657
2023
Q2 		$22.4K Buy
248
+14
+6% +$1.24K ﹤0.01% 736
2023
Q1 		$20.9K Buy
234
+22
+10% +$2.09K ﹤0.01% 724
2022
Q4 		$19K Buy
212
+45
+27% +$4.17K ﹤0.01% 642
2022
Q3 		$15K Buy
167
+28
+20% +$2.71K ﹤0.01% 646
2022
Q2 		$13K Buy
139
+39
+39% +$4.14K ﹤0.01% 659
2022
Q1 		$12K Hold
100
– – ﹤0.01% 697
2021
Q4 		$11K Buy
100
+45
+82% +$4.85K ﹤0.01% 712
2021
Q3 		$5K Hold
55
– – ﹤0.01% 857
2021
Q2 		$6K Buy
+55
New +$5.43K ﹤0.01% 781
2020
Q1 		– Sell
-363
Closed -$28K – 675
2019
Q4 		$28K Buy
363
+362
+36,200% +$27.2K ﹤0.01% 493
2019
Q3 		$0 Sell
1
-305
-100% -$22.2K ﹤0.01% 857
2019
Q2 		$23K Hold
306
– – ﹤0.01% 481
2019
Q1 		$22.9K Buy
+306
New +$22.6K ﹤0.01% 498
2016
Q1 		– Sell
-200
Closed -$11.3K – 834
2015
Q4 		$11.3K Sell
200
-3,181
-94% -$183K ﹤0.01% 470
2015
Q3 		$249K Sell
3,381
-3,159
-48% -$174K 0.05% 243
2015
Q2 		$481K Buy
6,540
+5,915
+946% +$371K 0.11% 177
2015
Q1 		$37.5K Sell
625
-2,460
-80% -$153K 0.01% 382
2014
Q4 		$218K Buy
+3,085
New +$221K 0.07% 182
2014
Q2 		– Sell
-195
Closed -$13.1K – 545
2014
Q1 		$13.1K Buy
+195
New +$12.7K 0.01% 307

Other funds holding BMO

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

MassMutual Private Wealth & Trust's BMO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Bank of Montreal (BMO) stake by 0.68% in Q2 2026, buying an estimated $629 and bringing the position to 596 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

MassMutual Private Wealth & Trust first reported a position in BMO in Q1 2014 and has held it in 31 quarters since. The position peaked at $481K in Q2 2015. 247 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 596 shares of Bank of Montreal worth $105K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 4 Bank of Montreal shares in Q2 2026, an estimated $629.
  • Bank of Montreal made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #575 holding.
  • MassMutual Private Wealth & Trust first reported a position in Bank of Montreal in Q1 2014 and has held it in 31 quarters since.
  • MassMutual Private Wealth & Trust's Bank of Montreal position peaked at $481K in Q2 2015.
  • 247 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.