Ohio Public Employees Retirement System (OPERS)’s Bank of Montreal BMO Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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	$7.1M	Sell	52,594 -21,089	-29%	-$2.93M	0.02%	551
2025 Q4	$9.58M	Sell	73,683 -58,125	-44%	-$7.36M	0.03%	463
2025 Q3	$17.2M	Buy	131,808 +81,130	+160%	+$9.61M	0.05%	307
2025 Q2	$5.61M	Sell	50,678 -15,288	-23%	-$1.54M	0.02%	633
2025 Q1	$6.3M	Sell	65,966 -3,266	-5%	-$323K	0.02%	583
2024 Q4	$6.72M	Buy	+69,232	New	+$6.54M	0.02%	584
2018 Q4	–	Sell	-39,600	Closed	-$3.27M	–	1775
2018 Q3	$3.27M	Hold	39,600	–	–	0.02%	814
2018 Q2	$3.06M	Buy	+39,600	New	+$3.05M	0.02%	850
2018 Q1	–	Sell	-22,000	Closed	-$1.76M	–	1847
2017 Q4	$1.76M	Buy	+22,000	New	+$1.72M	0.01%	1112

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

Ohio Public Employees Retirement System (OPERS)'s BMO Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its Bank of Montreal (BMO) stake by 29% in Q1 2026, selling an estimated $2.93M and leaving 52,594 shares worth $7.1M. The position accounts for 0.02% of the portfolio, ranked #551.

Ohio Public Employees Retirement System (OPERS) first reported a position in BMO in Q4 2017 and has held it in 9 quarters since. The position peaked at $17.2M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Ohio Public Employees Retirement System (OPERS) held 52,594 shares of Bank of Montreal worth $7.1M as of Q1 2026.
Ohio Public Employees Retirement System (OPERS) sold 21,089 Bank of Montreal shares in Q1 2026, an estimated $2.93M.
Bank of Montreal made up 0.02% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #551 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in Bank of Montreal in Q4 2017 and has held it in 9 quarters since.
Ohio Public Employees Retirement System (OPERS)'s Bank of Montreal position peaked at $17.2M in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.