MassMutual Private Wealth & Trust’s Bank of Montreal BMO Stock Holding History
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
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. 657 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.
- 657 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.