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NorthRock Partners’s Bank of Montreal BMO Stock Holding History

NorthRock Partners’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 		$2.48M Buy
18,316
+1,130
+7% +$157K 0.04% 184
2025
Q4 		$2.23M Sell
17,186
-393
-2% -$49.8K 0.04% 183
2025
Q3 		$2.29M Sell
17,579
-197
-1% -$23.3K 0.04% 200
2025
Q2 		$1.97M Sell
17,776
-377
-2% -$38K 0.05% 135
2025
Q1 		$1.73M Buy
18,153
+212
+1% +$21K 0.06% 135
2024
Q4 		$1.74M Sell
17,941
-15
-0.1% -$1.42K 0.06% 132
2024
Q3 		$1.62M Hold
17,956
– – 0.05% 145
2024
Q2 		$1.51M Sell
17,956
-1,185
-6% -$108K 0.06% 146
2024
Q1 		$1.87M Buy
19,141
+24
+0.1% +$2.27K 0.07% 127
2023
Q4 		$1.89M Buy
19,117
+2,432
+15% +$203K 0.08% 122
2023
Q3 		$1.41M Sell
16,685
-146
-0.9% -$12.8K 0.15% 73
2023
Q2 		$1.52M Sell
16,831
-49
-0.3% -$4.33K 0.17% 61
2023
Q1 		$1.5M Buy
16,880
+16
+0.1% +$1.52K 0.16% 62
2022
Q4 		$1.53M Sell
16,864
-769
-4% -$71.2K 0.17% 64
2022
Q3 		$1.55M Sell
17,633
-190
-1% -$18.4K 0.18% 58
2022
Q2 		$1.71M Buy
17,823
+260
+1% +$27.6K 0.18% 60
2022
Q1 		$2.07M Buy
17,563
+1,068
+6% +$124K 0.19% 54
2021
Q4 		$1.78M Sell
16,495
-889
-5% -$95.8K 0.13% 67
2021
Q3 		$1.74M Buy
17,384
+21
+0.1% +$2.11K 0.14% 61
2021
Q2 		$1.78M Sell
17,363
-18
-0.1% -$1.78K 0.15% 54
2021
Q1 		$1.55M Sell
17,381
-11
-0.1% -$897 0.14% 61
2020
Q4 		$1.32M Sell
17,392
-955
-5% -$65.4K 0.13% 67
2020
Q3 		$1.07M Buy
18,347
+4,909
+37% +$284K 0.12% 72
2020
Q2 		$971K Sell
13,438
-7,640
-36% -$390K 0.12% 79
2020
Q1 		$1.05M Buy
21,078
+5,299
+34% +$359K 0.15% 72
2019
Q4 		$1.59M Buy
15,779
+10,409
+194% +$784K 0.17% 76
2019
Q3 		$396K Buy
+5,370
New +$391K 0.05% 138

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

NorthRock Partners's BMO Position: Q1 2026 in Review

NorthRock Partners increased its Bank of Montreal (BMO) stake by 6.6% in Q1 2026, buying an estimated $157K and bringing the position to 18,316 shares worth $2.48M. The position accounts for 0.04% of the portfolio, ranked #184.

NorthRock Partners first reported a position in BMO in Q3 2019 and has held it in 27 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • NorthRock Partners held 18,316 shares of Bank of Montreal worth $2.48M as of Q1 2026.
  • NorthRock Partners bought 1,130 Bank of Montreal shares in Q1 2026, an estimated $157K.
  • Bank of Montreal made up 0.04% of NorthRock Partners's portfolio in Q1 2026, its #184 holding.
  • NorthRock Partners first reported a position in Bank of Montreal in Q3 2019 and has held it in 27 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.