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Midwest Trust’s Bank of Montreal BMO Stock Holding History

Midwest Trust’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 		$627K Sell
4,632
-748
-14% -$104K 0.01% 401
2025
Q4 		$698K Buy
5,380
+586
+12% +$74.2K 0.01% 384
2025
Q3 		$624K Sell
4,794
-54
-1% -$6.39K 0.01% 399
2025
Q2 		$536K Buy
+4,848
New +$489K 0.01% 410

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

Midwest Trust's BMO Position: Q1 2026 in Review

Midwest Trust reduced its Bank of Montreal (BMO) stake by 14% in Q1 2026, selling an estimated $104K and leaving 4,632 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #401.

Midwest Trust first reported a position in BMO in Q2 2025 and has held it in 4 quarters since. The position peaked at $698K in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Midwest Trust held 4,632 shares of Bank of Montreal worth $627K as of Q1 2026.
  • Midwest Trust sold 748 Bank of Montreal shares in Q1 2026, an estimated $104K.
  • Bank of Montreal made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #401 holding.
  • Midwest Trust first reported a position in Bank of Montreal in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Bank of Montreal position peaked at $698K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.