Montrusco Bolton Investments’s Bank of Montreal BMO Stock Holding History

Montrusco Bolton Investments’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	$30.4M	Sell	171,898 -33,069	-16%	-$5.2M	0.47%	39
2026 Q1	$27.7M	Sell	204,967 -3,476	-2%	-$483K	0.42%	37
2025 Q4	$27.1M	Sell	208,443 -18,698	-8%	-$2.37M	0.34%	37
2025 Q3	$29.6M	Buy	227,141 +33,251	+17%	+$3.94M	0.34%	36
2025 Q2	$21.4M	Sell	193,890 -48,423	-20%	-$4.88M	0.24%	38
2025 Q1	$23.1M	Buy	+242,313	New	+$24M	0.3%	36
2022 Q2	–	Sell	-1,700	Closed	-$200K	–	64
2022 Q1	$200K	Buy	+1,700	New	+$197K	﹤0.01%	63
2017 Q3	–	Sell	-1,700	Closed	-$125K	–	75
2017 Q2	$125K	Buy	+1,700	New	+$120K	0.01%	84
2015 Q2	–	Sell	-6,350	Closed	-$381K	–	74
2015 Q1	$381K	Hold	6,350	–	–	0.03%	83
2014 Q4	$451K	Hold	6,350	–	–	0.03%	75
2014 Q3	$468K	Hold	6,350	–	–	0.03%	72
2014 Q2	$468K	Hold	6,350	–	–	0.03%	79
2014 Q1	$426K	Hold	6,350	–	–	0.03%	81
2013 Q4	$423K	Hold	6,350	–	–	0.03%	79
2013 Q3	$425K	Hold	6,350	–	–	0.03%	82
2013 Q2	$367K	Buy	+6,350	New	+$385K	0.03%	83

Other funds holding BMO

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Montrusco Bolton Investments's BMO Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its Bank of Montreal (BMO) stake by 16% in Q2 2026, selling an estimated $5.2M and leaving 171,898 shares worth $30.4M. The position accounts for 0.47% of the portfolio, ranked #39.

Montrusco Bolton Investments first reported a position in BMO in Q2 2013 and has held it in 16 quarters since. 518 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Montrusco Bolton Investments held 171,898 shares of Bank of Montreal worth $30.4M as of Q2 2026.
Montrusco Bolton Investments sold 33,069 Bank of Montreal shares in Q2 2026, an estimated $5.2M.
Bank of Montreal made up 0.47% of Montrusco Bolton Investments's portfolio in Q2 2026, its #39 holding.
Montrusco Bolton Investments first reported a position in Bank of Montreal in Q2 2013 and has held it in 16 quarters since.
518 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.