MML Investors Services
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MML Investors Services’s Bank of Montreal BMO Stock Holding History

MML Investors Services’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 		$1.43M Sell
8,117
-11,783
-59% -$1.85M ﹤0.01% 1776
2026
Q1 		$2.69M Sell
19,900
-8,885
-31% -$1.23M 0.01% 1155
2025
Q4 		$3.74M Sell
28,785
-5,071
-15% -$642K 0.01% 1019
2025
Q3 		$4.41M Sell
33,856
-1,222
-3% -$145K 0.01% 877
2025
Q2 		$3.88M Buy
35,078
+907
+3% +$91.4K 0.01% 906
2025
Q1 		$3.26M Buy
34,171
+810
+2% +$80.1K 0.01% 937
2024
Q4 		$3.24M Buy
33,361
+24,874
+293% +$2.35M 0.01% 892
2024
Q3 		$765K Sell
8,487
-207
-2% -$17.7K ﹤0.01% 1606
2024
Q2 		$729K Sell
8,694
-11,106
-56% -$1.01M ﹤0.01% 1574
2024
Q1 		$1.93M Sell
19,800
-586
-3% -$55.3K 0.01% 1060
2023
Q4 		$2.02M Sell
20,386
-3,038
-13% -$254K 0.01% 988
2023
Q3 		$1.98M Sell
23,424
-1,196
-5% -$105K 0.01% 910
2023
Q2 		$2.22M Buy
+24,620
New +$2.18M 0.01% 865
2023
Q1 		– Sell
-26,982
Closed -$2.44M – 2097
2022
Q4 		$2.44M Buy
26,982
+850
+3% +$78.7K 0.02% 743
2022
Q3 		$2.29M Buy
26,132
+5,238
+25% +$507K 0.02% 708
2022
Q2 		$2.01M Buy
20,894
+3,714
+22% +$395K 0.02% 749
2022
Q1 		$2.03M Buy
17,180
+738
+4% +$85.5K 0.01% 785
2021
Q4 		$1.77M Buy
16,442
+902
+6% +$97.2K 0.01% 809
2021
Q3 		$1.55M Buy
15,540
+49
+0.3% +$4.93K 0.01% 833
2021
Q2 		$1.59M Sell
15,491
-1,033
-6% -$102K 0.01% 805
2021
Q1 		$1.47M Sell
16,524
-64
-0.4% -$5.22K 0.01% 763
2020
Q4 		$1.26M Buy
16,588
+10,514
+173% +$720K 0.01% 735
2020
Q3 		$355K Buy
6,074
+1,261
+26% +$73K ﹤0.01% 1204
2020
Q2 		$255K Buy
4,813
+397
+9% +$20.2K ﹤0.01% 1298
2020
Q1 		$222K Sell
4,416
-289
-6% -$19.6K ﹤0.01% 1222
2019
Q4 		$365K Sell
4,705
-744
-14% -$56K 0.01% 1137
2019
Q3 		$402K Sell
5,449
-917
-14% -$66.8K 0.01% 1035
2019
Q2 		$480K Sell
6,366
-338
-5% -$25.9K 0.01% 1045
2019
Q1 		$502K Sell
6,704
-249
-4% -$18.4K 0.01% 1005
2018
Q4 		$454K Sell
6,953
-381
-5% -$28.2K 0.01% 954
2018
Q3 		$605K Buy
7,334
+598
+9% +$48.1K 0.01% 903
2018
Q2 		$520K Sell
6,736
-156
-2% -$12K 0.01% 829
2018
Q1 		$521K Sell
6,892
-6,888
-50% -$542K 0.01% 828
2017
Q4 		$1.1M Buy
13,780
+15
+0.1% +$1.17K 0.02% 513
2017
Q3 		$1.04M Sell
13,765
-325
-2% -$24.2K 0.02% 502
2017
Q2 		$1.03M Sell
14,090
-936
-6% -$66.2K 0.02% 496
2017
Q1 		$1.12M Buy
+15,026
New +$1.13M 0.02% 252

Other funds holding BMO

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MML Investors Services's BMO Position: Q2 2026 in Review

MML Investors Services reduced its Bank of Montreal (BMO) stake by 59% in Q2 2026, selling an estimated $1.85M and leaving 8,117 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

MML Investors Services first reported a position in BMO in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.41M in Q3 2025. 351 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • MML Investors Services held 8,117 shares of Bank of Montreal worth $1.43M as of Q2 2026.
  • MML Investors Services sold 11,783 Bank of Montreal shares in Q2 2026, an estimated $1.85M.
  • Bank of Montreal made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1776 holding.
  • MML Investors Services first reported a position in Bank of Montreal in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's Bank of Montreal position peaked at $4.41M in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.