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Metis Global Partners’s Bank of Montreal BMO Stock Holding History

Metis Global Partners’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 		$1.51M Sell
8,568
-10,729
-56% -$1.69M 0.03% 368
2026
Q1 		$2.6M Sell
19,297
-2,055
-10% -$286K 0.06% 240
2025
Q4 		$2.77M Sell
21,352
-5,812
-21% -$736K 0.07% 249
2025
Q3 		$3.54M Sell
27,164
-503
-2% -$59.6K 0.08% 206
2025
Q2 		$3.07M Buy
27,667
+1,848
+7% +$186K 0.08% 218
2025
Q1 		$2.47M Sell
25,819
-1,365
-5% -$135K 0.07% 263
2024
Q4 		$2.64M Buy
27,184
+1,402
+5% +$133K 0.08% 213
2024
Q3 		$2.33M Sell
25,782
-1,258
-5% -$107K 0.07% 241
2024
Q2 		$2.27M Buy
27,040
+643
+2% +$58.4K 0.08% 219
2024
Q1 		$2.58M Sell
26,397
-2,876
-10% -$272K 0.09% 193
2023
Q4 		$2.9M Sell
29,273
-3,976
-12% -$332K 0.12% 153
2023
Q3 		$2.8M Buy
33,249
+127
+0.4% +$11.2K 0.14% 147
2023
Q2 		$2.99M Buy
33,122
+1,654
+5% +$146K 0.16% 125
2023
Q1 		$2.8M Sell
31,468
-5,452
-15% -$517K 0.18% 113
2022
Q4 		$3.34M Buy
36,920
+15,427
+72% +$1.43M 0.3% 72
2022
Q3 		$1.88M Sell
21,493
-2,759
-11% -$267K 0.3% 71
2022
Q2 		$2.33M Buy
24,252
+594
+3% +$63.1K 0.37% 58
2022
Q1 		$2.78M Buy
+23,658
New +$2.74M 0.33% 51

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Metis Global Partners's BMO Position: Q2 2026 in Review

Metis Global Partners reduced its Bank of Montreal (BMO) stake by 56% in Q2 2026, selling an estimated $1.69M and leaving 8,568 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #368.

Metis Global Partners first reported a position in BMO in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.54M in Q3 2025. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Metis Global Partners held 8,568 shares of Bank of Montreal worth $1.51M as of Q2 2026.
  • Metis Global Partners sold 10,729 Bank of Montreal shares in Q2 2026, an estimated $1.69M.
  • Bank of Montreal made up 0.03% of Metis Global Partners's portfolio in Q2 2026, its #368 holding.
  • Metis Global Partners first reported a position in Bank of Montreal in Q1 2022 and has held it in 18 quarters since.
  • Metis Global Partners's Bank of Montreal position peaked at $3.54M in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.