MCA
BMO icon

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
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MSH Capital Advisors's BMO Position: Q1 2026 in Review

MSH Capital Advisors increased its Bank of Montreal (BMO) stake by 1.4% in Q1 2026, buying an estimated $3.75K and bringing the position to 1,952 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #236.

MSH Capital Advisors first reported a position in BMO in Q2 2025 and has held it in 4 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • MSH Capital Advisors held 1,952 shares of Bank of Montreal worth $264K as of Q1 2026.
  • MSH Capital Advisors bought 27 Bank of Montreal shares in Q1 2026, an estimated $3.75K.
  • Bank of Montreal made up 0.06% of MSH Capital Advisors's portfolio in Q1 2026, its #236 holding.
  • MSH Capital Advisors first reported a position in Bank of Montreal in Q2 2025 and has held it in 4 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.