OpenArc Corporate Advisory’s Bank of Montreal BMO Stock Holding History

OpenArc Corporate Advisory’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	$14.2M	Sell	80,186 -35,904	-31%	-$5.64M	0.17%	97
2026 Q1	$15.7M	Buy	116,090 +59	+0.1%	+$8.2K	0.23%	77
2025 Q4	$15.1M	Buy	+116,031	New	+$14.7M	0.25%	60

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

OpenArc Corporate Advisory's BMO Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its Bank of Montreal (BMO) stake by 31% in Q2 2026, selling an estimated $5.64M and leaving 80,186 shares worth $14.2M. The position accounts for 0.17% of the portfolio, ranked #97.

OpenArc Corporate Advisory first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.7M in Q1 2026. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

OpenArc Corporate Advisory held 80,186 shares of Bank of Montreal worth $14.2M as of Q2 2026.
OpenArc Corporate Advisory sold 35,904 Bank of Montreal shares in Q2 2026, an estimated $5.64M.
Bank of Montreal made up 0.17% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #97 holding.
OpenArc Corporate Advisory first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
OpenArc Corporate Advisory's Bank of Montreal position peaked at $15.7M in Q1 2026.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.