Mesirow Financial Investment Management’s Bank of Montreal BMO Stock Holding History

Mesirow Financial Investment Management’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	$426K	Buy	2,411 +1	+0%	+$157	0.01%	388
2026 Q1	$326K	Buy	2,410 +289	+14%	+$40.2K	0.01%	411
2025 Q4	$275K	Sell	2,121 -248	-10%	-$31.4K	0.01%	419
2025 Q3	$309K	Buy	2,369 +1	+0%	+$118	0.01%	451
2025 Q2	$262K	Sell	2,368 -852	-26%	-$85.9K	0.01%	466
2025 Q1	$308K	Buy	3,220 +857	+36%	+$84.8K	0.01%	450
2024 Q4	$229K	Buy	+2,363	New	+$223K	﹤0.01%	521
2024 Q3	–	Sell	-2,445	Closed	-$205K	–	598
2024 Q2	$205K	Sell	2,445 -34	-1%	-$3.09K	﹤0.01%	470
2024 Q1	$242K	Sell	2,479 -476	-16%	-$44.9K	0.01%	459
2023 Q4	$292K	Buy	+2,955	New	+$247K	0.01%	437

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

Mesirow Financial Investment Management's BMO Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Bank of Montreal (BMO) stake by 0.04% in Q2 2026, buying an estimated $157 and bringing the position to 2,411 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #388.

Mesirow Financial Investment Management first reported a position in BMO in Q4 2023 and has held it in 10 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Mesirow Financial Investment Management held 2,411 shares of Bank of Montreal worth $426K as of Q2 2026.
Mesirow Financial Investment Management bought 1 Bank of Montreal share in Q2 2026, an estimated $157.
Bank of Montreal made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #388 holding.
Mesirow Financial Investment Management first reported a position in Bank of Montreal in Q4 2023 and has held it in 10 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.