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Morningstar Investment Management’s Bank of Montreal BMO Stock Holding History

Morningstar Investment Management’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 		$1.45M Hold
10,675
– – 0.09% 192
2026
Q1 		$1.45M Buy
10,675
+1,104
+12% +$153K 0.09% 190
2025
Q4 		$1.24M Buy
+9,571
New +$1.21M 0.07% 199

Other funds holding BMO

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morningstar Investment Management's BMO Position: Q2 2026 in Review

Morningstar Investment Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 10,675 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #192.

Morningstar Investment Management first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Morningstar Investment Management held 10,675 shares of Bank of Montreal worth $1.45M as of Q2 2026.
  • Morningstar Investment Management left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.09% of Morningstar Investment Management's portfolio in Q2 2026, its #192 holding.
  • Morningstar Investment Management first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.