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MV Capital Management’s Bank of Montreal BMO Stock Holding History

MV Capital 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 		$5.66K Sell
32
-18
-36% -$2.83K ﹤0.01% 625
2026
Q1 		$6.77K Buy
50
+43
+614% +$5.97K ﹤0.01% 580
2025
Q4 		$909 Buy
+7
New +$886 ﹤0.01% 835

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

MV Capital Management's BMO Position: Q2 2026 in Review

MV Capital Management reduced its Bank of Montreal (BMO) stake by 36% in Q2 2026, selling an estimated $2.83K and leaving 32 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

MV Capital Management first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.77K in Q1 2026. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • MV Capital Management held 32 shares of Bank of Montreal worth $5.66K as of Q2 2026.
  • MV Capital Management sold 18 Bank of Montreal shares in Q2 2026, an estimated $2.83K.
  • Bank of Montreal made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #625 holding.
  • MV Capital Management first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
  • MV Capital Management's Bank of Montreal position peaked at $6.77K in Q1 2026.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.