Mercer Global Advisors
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Mercer Global Advisors’s Bank of Montreal BMO Stock Holding History

Mercer Global Advisors’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 		$918K Sell
6,785
-1,031
-13% -$143K ﹤0.01% 1611
2025
Q4 		$1.01M Buy
7,816
+754
+11% +$95.5K ﹤0.01% 1446
2025
Q3 		$920K Buy
7,062
+295
+4% +$34.9K ﹤0.01% 1424
2025
Q2 		$749K Sell
6,767
-26
-0.4% -$2.62K ﹤0.01% 1355
2025
Q1 		$649K Buy
6,793
+493
+8% +$48.8K ﹤0.01% 1333
2024
Q4 		$611K Buy
+6,300
New +$595K ﹤0.01% 1339
2024
Q1 		– Sell
-8,614
Closed -$852K – 2027
2023
Q4 		$852K Sell
8,614
-395
-4% -$33K ﹤0.01% 1046
2023
Q3 		$760K Buy
9,009
+757
+9% +$66.5K ﹤0.01% 1057
2023
Q2 		$745K Sell
8,252
-475
-5% -$42K ﹤0.01% 1061
2023
Q1 		$778K Sell
8,727
-89
-1% -$8.44K ﹤0.01% 1004
2022
Q4 		$799K Sell
8,816
-689
-7% -$63.8K ﹤0.01% 1013
2022
Q3 		$833K Buy
9,505
+3,111
+49% +$301K ﹤0.01% 924
2022
Q2 		$615K Buy
6,394
+633
+11% +$67.3K ﹤0.01% 1046
2022
Q1 		$680K Sell
5,761
-78
-1% -$9.04K ﹤0.01% 1076
2021
Q4 		$629K Sell
5,839
-370
-6% -$39.9K ﹤0.01% 1095
2021
Q3 		$619K Buy
6,209
+1,027
+20% +$103K ﹤0.01% 1070
2021
Q2 		$531K Buy
5,182
+731
+16% +$72.2K ﹤0.01% 1116
2021
Q1 		$397K Buy
4,451
+217
+5% +$17.7K ﹤0.01% 1185
2020
Q4 		$322K Sell
4,234
-156
-4% -$10.7K ﹤0.01% 1047
2020
Q3 		$256K Sell
4,390
-5,393
-55% -$312K ﹤0.01% 1017
2020
Q2 		$519K Buy
9,783
+1,398
+17% +$71.3K 0.01% 670
2020
Q1 		$421K Sell
8,385
-169
-2% -$11.5K 0.01% 701
2019
Q4 		$663K Buy
8,554
+122
+1% +$9.18K 0.01% 637
2019
Q3 		$621K Buy
8,432
+145
+2% +$10.6K 0.01% 622
2019
Q2 		$625K Buy
8,287
+432
+5% +$33K 0.02% 605
2019
Q1 		$588K Buy
+7,855
New +$581K 0.02% 577

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

Mercer Global Advisors's BMO Position: Q1 2026 in Review

Mercer Global Advisors reduced its Bank of Montreal (BMO) stake by 13% in Q1 2026, selling an estimated $143K and leaving 6,785 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Mercer Global Advisors first reported a position in BMO in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.01M in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Mercer Global Advisors held 6,785 shares of Bank of Montreal worth $918K as of Q1 2026.
  • Mercer Global Advisors sold 1,031 Bank of Montreal shares in Q1 2026, an estimated $143K.
  • Bank of Montreal made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1611 holding.
  • Mercer Global Advisors first reported a position in Bank of Montreal in Q1 2019 and has held it in 26 quarters since.
  • Mercer Global Advisors's Bank of Montreal position peaked at $1.01M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.