Nuveen’s Bank of Montreal BMO Stock Holding History

Nuveen’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	$93.1M	Sell	526,771 -3,067	-0.6%	-$482K	0.02%	445
2026 Q1	$71.5M	Sell	529,838 -3,550	-0.7%	-$493K	0.02%	507
2025 Q4	$69.4M	Sell	533,388 -1,237	-0.2%	-$157K	0.02%	510
2025 Q3	$69.7M	Sell	534,625 -5,504	-1%	-$652K	0.02%	505
2025 Q2	$59.7M	Sell	540,129 -5,222	-1%	-$526K	0.02%	540
2025 Q1	$52.1M	Sell	545,351 -1,033,713	-65%	-$102M	0.02%	612
2024 Q4	$153M	Buy	1,579,064 +2,522	+0.2%	+$238K	0.04%	308
2024 Q3	$142M	Sell	1,576,542 -4,653	-0.3%	-$397K	0.04%	342
2024 Q2	$133M	Sell	1,581,195 -657,280	-29%	-$59.7M	0.04%	340
2024 Q1	$219M	Buy	2,238,475 +148,833	+7%	+$14.1M	0.06%	248
2023 Q4	$208M	Buy	+2,089,642	New	+$174M	0.07%	239

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Nuveen's BMO Position: Q2 2026 in Review

Nuveen reduced its Bank of Montreal (BMO) stake by 0.58% in Q2 2026, selling an estimated $482K and leaving 526,771 shares worth $93.1M. The position accounts for 0.02% of the portfolio, ranked #445.

Nuveen first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $219M in Q1 2024. 656 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Nuveen held 526,771 shares of Bank of Montreal worth $93.1M as of Q2 2026.
Nuveen sold 3,067 Bank of Montreal shares in Q2 2026, an estimated $482K.
Bank of Montreal made up 0.02% of Nuveen's portfolio in Q2 2026, its #445 holding.
Nuveen first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
Nuveen's Bank of Montreal position peaked at $219M in Q1 2024.
656 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.