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 Q3	$5.18K	Hold	31	–	–	﹤0.01%	1806
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	+$100K	﹤0.01%	693

Other funds holding BMO

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Mather Group's BMO Position: Q3 2026 in Review

Mather Group held its Bank of Montreal (BMO) position steady in Q3 2026 at 31 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Mather Group first reported a position in BMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $137K in Q3 2025. 152 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Mather Group held 31 shares of Bank of Montreal worth $5.18K as of Q3 2026.
Mather Group left its Bank of Montreal share count unchanged in Q3 2026.
Bank of Montreal made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1806 holding.
Mather Group first reported a position in Bank of Montreal in Q1 2024 and has held it in 9 quarters since.
Mather Group's Bank of Montreal position peaked at $137K in Q3 2025.
152 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.