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MUFG Securities (Canada)’s Bank of Montreal BMO Stock Holding History

MUFG Securities (Canada)’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 		$175M Sell
991,466
-56,101
-5% -$8.82M 4.72% 6
2026
Q1 		$142M Sell
1,047,567
-35,976
-3% -$5M 4.07% 8
2025
Q4 		$141M Sell
1,083,543
-101,847
-9% -$12.9M 3.91% 7
2025
Q3 		$154M Sell
1,185,390
-42,089
-3% -$4.98M 4.32% 7
2025
Q2 		$136M Buy
1,227,479
+115,447
+10% +$11.6M 4.13% 7
2025
Q1 		$106M Sell
1,112,032
-2,068
-0.2% -$205K 3.7% 7
2024
Q4 		$108M Buy
1,114,100
+466,755
+72% +$44.1M 3.9% 8
2024
Q3 		$58.5M Buy
647,345
+261,352
+68% +$22.3M 2.61% 11
2024
Q2 		$32.4M Buy
385,993
+385,616
+102,285% +$35M 2.14% 12
2024
Q1 		$36.8K Buy
+377
New +$35.6K ﹤0.01% 11
2022
Q1 		– Sell
-346,236
Closed -$37.3M – 11
2021
Q4 		$37.3M Buy
346,236
+213
+0.1% +$23K 1.71% 13
2021
Q3 		$34.6M Buy
346,023
+1,501
+0.4% +$151K 1.4% 12
2021
Q2 		$35.4M Buy
344,522
+175
+0.1% +$17.3K 1.7% 11
2021
Q1 		$30.7M Buy
344,347
+187
+0.1% +$15.3K 1.78% 13
2020
Q4 		$26.1M Buy
+344,160
New +$23.6M 3.65% 8

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

MUFG Securities (Canada)'s BMO Position: Q2 2026 in Review

MUFG Securities (Canada) reduced its Bank of Montreal (BMO) stake by 5.4% in Q2 2026, selling an estimated $8.82M and leaving 991,466 shares worth $175M. The position accounts for 4.72% of the portfolio, ranked #6.

MUFG Securities (Canada) first reported a position in BMO in Q4 2020 and has held it in 15 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • MUFG Securities (Canada) held 991,466 shares of Bank of Montreal worth $175M as of Q2 2026.
  • MUFG Securities (Canada) sold 56,101 Bank of Montreal shares in Q2 2026, an estimated $8.82M.
  • Bank of Montreal made up 4.72% of MUFG Securities (Canada)'s portfolio in Q2 2026, its #6 holding.
  • MUFG Securities (Canada) first reported a position in Bank of Montreal in Q4 2020 and has held it in 15 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on MUFG Securities (Canada)'s 13F filing for Q2 2026, filed 12 Aug 2026.