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 Q3	$793K	Buy	4,742 +135	+3%	+$23.8K	0.01%	398
2026 Q2	$814K	Sell	4,607 -25	-0.5%	-$3.93K	0.01%	379
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Midwest Trust's BMO Position: Q3 2026 in Review

Midwest Trust increased its Bank of Montreal (BMO) stake by 2.9% in Q3 2026, buying an estimated $23.8K and bringing the position to 4,742 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #398.

Midwest Trust first reported a position in BMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $814K in Q2 2026. 323 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Midwest Trust held 4,742 shares of Bank of Montreal worth $793K as of Q3 2026.
Midwest Trust bought 135 Bank of Montreal shares in Q3 2026, an estimated $23.8K.
Bank of Montreal made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #398 holding.
Midwest Trust first reported a position in Bank of Montreal in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Bank of Montreal position peaked at $814K in Q2 2026.
323 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.