MQS Management’s Bank of Montreal BMO Stock Holding History

MQS 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 Q1	–	Sell	-4,432	Closed	-$575K	–	398
2025 Q4	$575K	Buy	+4,432	New	+$561K	0.34%	85
2025 Q3	–	Sell	-3,692	Closed	-$408K	–	438
2025 Q2	$408K	Sell	3,692 -2,008	-35%	-$202K	0.23%	176
2025 Q1	$544K	Buy	+5,700	New	+$564K	0.31%	102
2024 Q3	–	Sell	-3,702	Closed	-$310K	–	456
2024 Q2	$310K	Buy	+3,702	New	+$336K	0.19%	236
2024 Q1	–	Sell	-7,107	Closed	-$703K	–	464
2023 Q4	$703K	Buy	7,107 +1,365	+24%	+$114K	0.39%	54
2023 Q3	$484K	Buy	+5,742	New	+$505K	0.3%	116
2023 Q2	–	Sell	-6,769	Closed	-$603K	–	423
2023 Q1	$603K	Buy	+6,769	New	+$642K	0.39%	62
2022 Q2	–	Sell	-3,891	Closed	-$459K	–	401
2022 Q1	$459K	Sell	3,891 -828	-18%	-$96K	0.37%	90
2021 Q4	$508K	Buy	+4,719	New	+$509K	0.82%	22

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

MQS Management's BMO Position: Q1 2026 in Review

MQS Management sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 4,432 shares — an estimated $575K sold.

MQS Management first reported a position in BMO in Q4 2021 and held it in 9 quarters. The position peaked at $703K in Q4 2023. 637 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

MQS Management reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
MQS Management sold 4,432 Bank of Montreal shares in Q1 2026, an estimated $575K.
MQS Management first reported a position in Bank of Montreal in Q4 2021 and held it in 9 quarters.
MQS Management's Bank of Montreal position peaked at $703K in Q4 2023.
637 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.