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MSH Capital Advisors’s Bank of Montreal BMO Stock Holding History

MSH Capital Advisors’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 		$332K Sell
1,877
-75
-4% -$11.8K 0.06% 249
2026
Q1 		$264K Buy
1,952
+27
+1% +$3.75K 0.06% 236
2025
Q4 		$250K Hold
1,925
– – 0.05% 242
2025
Q3 		$251K Hold
1,925
– – 0.07% 219
2025
Q2 		$213K Buy
+1,925
New +$194K 0.06% 227

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

MSH Capital Advisors's BMO Position: Q2 2026 in Review

MSH Capital Advisors reduced its Bank of Montreal (BMO) stake by 3.8% in Q2 2026, selling an estimated $11.8K and leaving 1,877 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #249.

MSH Capital Advisors first reported a position in BMO in Q2 2025 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • MSH Capital Advisors held 1,877 shares of Bank of Montreal worth $332K as of Q2 2026.
  • MSH Capital Advisors sold 75 Bank of Montreal shares in Q2 2026, an estimated $11.8K.
  • Bank of Montreal made up 0.06% of MSH Capital Advisors's portfolio in Q2 2026, its #249 holding.
  • MSH Capital Advisors first reported a position in Bank of Montreal in Q2 2025 and has held it in 5 quarters since.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.