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 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 $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen's BMO Position: Q1 2026 in Review

Nuveen reduced its Bank of Montreal (BMO) stake by 0.67% in Q1 2026, selling an estimated $493K and leaving 529,838 shares worth $71.5M. The position accounts for 0.02% of the portfolio, ranked #507.

Nuveen first reported a position in BMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $219M in Q1 2024. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Nuveen held 529,838 shares of Bank of Montreal worth $71.5M as of Q1 2026.
Nuveen sold 3,550 Bank of Montreal shares in Q1 2026, an estimated $493K.
Bank of Montreal made up 0.02% of Nuveen's portfolio in Q1 2026, its #507 holding.
Nuveen first reported a position in Bank of Montreal in Q4 2023 and has held it in 10 quarters since.
Nuveen's Bank of Montreal position peaked at $219M in Q1 2024.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.