Mather Group’s Bank of Montreal BMO Stock Holding History

Mather Group’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	$5.48K	Sell	31 -669	-96%	-$105K	﹤0.01%	1603
2026 Q1	$94.7K	Buy	+700	New	+$97.3K	﹤0.01%	902
2025 Q4	–	Sell	-1,055	Closed	-$137K	–	769
2025 Q3	$137K	Buy	+1,055	New	+$125K	﹤0.01%	705
2025 Q2	–	Sell	-1,055	Closed	-$101K	–	741
2025 Q1	$101K	Hold	1,055	–	–	﹤0.01%	748
2024 Q4	$102K	Hold	1,055	–	–	﹤0.01%	736
2024 Q3	$95.2K	Sell	1,055 -25	-2%	-$2.13K	﹤0.01%	749
2024 Q2	$105K	Buy	1,080 +25	+2%	+$2.27K	﹤0.01%	793
2024 Q1	$104K	Buy	+1,055	New	+$99.6K	﹤0.01%	693

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

Mather Group's BMO Position: Q2 2026 in Review

Mather Group reduced its Bank of Montreal (BMO) stake by 96% in Q2 2026, selling an estimated $105K and leaving 31 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Mather Group first reported a position in BMO in Q1 2024 and has held it in 8 quarters since. The position peaked at $137K in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Mather Group held 31 shares of Bank of Montreal worth $5.48K as of Q2 2026.
Mather Group sold 669 Bank of Montreal shares in Q2 2026, an estimated $105K.
Bank of Montreal made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1603 holding.
Mather Group first reported a position in Bank of Montreal in Q1 2024 and has held it in 8 quarters since.
Mather Group's Bank of Montreal position peaked at $137K in Q3 2025.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.