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Ontario Teachers' Pension Plan Board’s Bank of Montreal BMO Stock Holding History

Ontario Teachers' Pension Plan Board’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 		– Sell
-9,618
Closed -$1.25M – 165
2025
Q4 		$1.25M Hold
9,618
– – 0.03% 133
2025
Q3 		$1.25M Buy
9,618
+3,114
+48% +$369K 0.03% 129
2025
Q2 		$721K Buy
+6,504
New +$655K 0.01% 254
2019
Q3 		– Sell
-13,862
Closed -$1.05M – 520
2019
Q2 		$1.05M Sell
13,862
-134,783
-91% -$10.3M 0.02% 429
2019
Q1 		$11.1M Buy
148,645
+64,408
+76% +$4.76M 0.23% 57
2018
Q4 		$5.51M Sell
84,237
-35,794
-30% -$2.65M 0.14% 105
2018
Q3 		$9.9M Sell
120,031
-70,372
-37% -$5.66M 0.14% 120
2018
Q2 		$14.7M Sell
190,403
-38,844
-17% -$2.99M 0.2% 101
2018
Q1 		$17.3M Buy
229,247
+158,763
+225% +$12.5M 0.26% 82
2017
Q4 		$5.65M Buy
70,484
+16,632
+31% +$1.3M 0.07% 284
2017
Q3 		$4.08M Sell
53,852
-5,533
-9% -$413K 0.05% 319
2017
Q2 		$4.35M Buy
59,385
+778
+1% +$55.1K 0.05% 319
2017
Q1 		$4.37M Buy
58,607
+305
+0.5% +$23K 0.05% 313
2016
Q4 		$4.2M Sell
58,302
-4,214
-7% -$281K 0.04% 316
2016
Q3 		$4.09M Buy
62,516
+24,763
+66% +$1.61M 0.04% 316
2016
Q2 		$2.38M Sell
37,753
-1,062
-3% -$67.3K 0.03% 389
2016
Q1 		$2.37M Sell
38,815
-19,705
-34% -$1.08M 0.02% 374
2015
Q4 		$3.29M Sell
58,520
-130,087
-69% -$7.48M 0.03% 337
2015
Q3 		$10.2M Buy
188,607
+126,677
+205% +$6.96M 0.09% 135
2015
Q2 		$3.67M Sell
61,930
-159,757
-72% -$10M 0.03% 420
2015
Q1 		$13.3M Sell
221,687
-258,236
-54% -$16M 0.1% 146
2014
Q4 		$34.1M Buy
479,923
+11,290
+2% +$808K 0.26% 70
2014
Q3 		$34.6M Sell
468,633
-120,416
-20% -$9.06M 0.28% 73
2014
Q2 		$43.5M Sell
589,049
-62,610
-10% -$4.36M 0.35% 60
2014
Q1 		$43.7M Sell
651,659
-370,082
-36% -$24M 0.38% 63
2013
Q4 		$68.1M Sell
1,021,741
-796,072
-44% -$54.2M 0.56% 41
2013
Q3 		$122M Sell
1,817,813
-194,076
-10% -$12.2M 0.9% 26
2013
Q2 		$116M Buy
+2,011,889
New +$122M 0.86% 32

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

Ontario Teachers' Pension Plan Board's BMO Position: Q1 2026 in Review

Ontario Teachers' Pension Plan Board sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 9,618 shares — an estimated $1.25M sold.

Ontario Teachers' Pension Plan Board first reported a position in BMO in Q2 2013 and held it in 28 quarters. The position peaked at $122M in Q3 2013. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Ontario Teachers' Pension Plan Board reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 9,618 Bank of Montreal shares in Q1 2026, an estimated $1.25M.
  • Ontario Teachers' Pension Plan Board first reported a position in Bank of Montreal in Q2 2013 and held it in 28 quarters.
  • Ontario Teachers' Pension Plan Board's Bank of Montreal position peaked at $122M in Q3 2013.
  • 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q1 2026, filed 11 May 2026.