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NBC Securities’s Bank of Montreal BMO Stock Holding History

NBC Securities’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 		$479K Sell
2,708
-267
-9% -$42K 0.03% 537
2026
Q1 		$403K Sell
2,975
-74
-2% -$10.3K 0.03% 587
2025
Q4 		$396K Sell
3,049
-115
-4% -$14.6K 0.03% 585
2025
Q3 		$412K Sell
3,164
-246
-7% -$29.1K 0.03% 568
2025
Q2 		$377K Sell
3,410
-91
-3% -$9.17K 0.03% 600
2025
Q1 		$334K Buy
3,501
+3,498
+116,600% +$346K 0.03% 589
2024
Q4 		$356 Sell
3
-4,774
-100% -$451K 0.03% 564
2024
Q3 		$430K Sell
4,777
-293
-6% -$25K 0.04% 516
2024
Q2 		$425K Sell
5,070
-371
-7% -$33.7K 0.04% 496
2024
Q1 		$531K Sell
5,441
-172
-3% -$16.2K 0.05% 418
2023
Q4 		$555K Sell
5,613
-1,534
-21% -$128K 0.06% 381
2023
Q3 		$602K Buy
+7,147
New +$628K 0.07% 328

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

NBC Securities's BMO Position: Q2 2026 in Review

NBC Securities reduced its Bank of Montreal (BMO) stake by 9% in Q2 2026, selling an estimated $42K and leaving 2,708 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #537.

NBC Securities first reported a position in BMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $602K in Q3 2023. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • NBC Securities held 2,708 shares of Bank of Montreal worth $479K as of Q2 2026.
  • NBC Securities sold 267 Bank of Montreal shares in Q2 2026, an estimated $42K.
  • Bank of Montreal made up 0.03% of NBC Securities's portfolio in Q2 2026, its #537 holding.
  • NBC Securities first reported a position in Bank of Montreal in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Bank of Montreal position peaked at $602K in Q3 2023.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.