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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
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

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

Midwest Trust's BMO Position: Q2 2026 in Review

Midwest Trust reduced its Bank of Montreal (BMO) stake by 0.54% in Q2 2026, selling an estimated $3.93K and leaving 4,607 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #379.

Midwest Trust first reported a position in BMO in Q2 2025 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Midwest Trust held 4,607 shares of Bank of Montreal worth $814K as of Q2 2026.
  • Midwest Trust sold 25 Bank of Montreal shares in Q2 2026, an estimated $3.93K.
  • Bank of Montreal made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #379 holding.
  • Midwest Trust first reported a position in Bank of Montreal in Q2 2025 and has held it in 5 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.